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Broadview Financial Management, LLC: IJS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadview Financial Management, LLC on IJS, newest first. How the timeline and the estimate are built.

Broadview Financial Management, LLC held 29,219 IJS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,219 shares
    Change vs previous 13F -58 shares

    2.44% of the 13F portfolio, value $3,993,613.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,277 shares
    Change vs previous 13F -261 shares

    2.37% of the 13F portfolio, value $3,467,906.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,538 shares
    Change vs previous 13F -490 shares

    2.25% of the 13F portfolio, value $3,359,094.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,028 shares
    Change vs previous 13F -1,187 shares

    2.24% of the 13F portfolio, value $3,320,822.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,215 shares
    Change vs previous 13F -741 shares

    2.11% of the 13F portfolio, value $3,105,600.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,956 shares
    Change vs previous 13F -220 shares

    2.32% of the 13F portfolio, value $3,115,023.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,176 shares
    Change vs previous 13F -1,594 shares

    2.5% of the 13F portfolio, value $3,494,644.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,770 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $3,635,711.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).