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Disclosery

Broadview Financial Management, LLC: IJT position timeline

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

Broadview Financial Management, LLC held 18,931 IJT 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 18,931 shares
    Change vs previous 13F -199 shares

    2.06% of the 13F portfolio, value $3,381,128.

    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 19,130 shares
    Change vs previous 13F -325 shares

    1.89% of the 13F portfolio, value $2,768,346.

    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 19,455 shares
    Change vs previous 13F -126 shares

    1.84% of the 13F portfolio, value $2,746,200.

    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 19,581 shares
    Change vs previous 13F -1,370 shares

    1.87% of the 13F portfolio, value $2,770,750.

    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 20,951 shares
    Change vs previous 13F +343 shares

    1.89% of the 13F portfolio, value $2,787,256.

    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 20,608 shares
    Change vs previous 13F -49 shares

    1.91% of the 13F portfolio, value $2,565,658.

    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 20,657 shares
    Change vs previous 13F -420 shares

    2% of the 13F portfolio, value $2,796,387.

    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 21,077 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,940,091.

    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).