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KOM Wealth Management Group, LLC: DFIC position timeline

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

KOM Wealth Management Group, LLC held 16,242 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,242 shares
    Change vs previous 13F -6,481 shares

    0.37% of the 13F portfolio, value $605,175.

    13F-HR 0001804116-26-000003 filed by KOM Wealth Management Group, 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 22,723 shares
    Change vs previous 13F -10,438 shares

    0.55% of the 13F portfolio, value $807,336.

    13F-HR 0001804116-26-000002 filed by KOM Wealth Management Group, 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 33,161 shares
    Change vs previous 13F -1,916 shares

    0.81% of the 13F portfolio, value $1,142,720.

    13F-HR 0001804116-26-000001 filed by KOM Wealth Management Group, 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 35,077 shares
    Change vs previous 13F +1,345 shares

    0.87% of the 13F portfolio, value $1,150,176.

    13F-HR 0001804116-25-000004 filed by KOM Wealth Management Group, 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 33,732 shares
    Change vs previous 13F -21,134 shares

    0.83% of the 13F portfolio, value $1,048,729.

    13F-HR 0001085146-25-003878 filed by KOM Wealth Management Group, 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 54,866 shares
    Change vs previous 13F -186,136 shares

    1.33% of the 13F portfolio, value $1,523,618.

    13F-HR 0001085146-25-002530 filed by KOM Wealth Management Group, 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 241,002 shares
    Change vs previous 13F +15,745 shares

    4.6% of the 13F portfolio, value $6,228,705.

    13F-HR 0001085146-25-001640 filed by KOM Wealth Management Group, 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 225,257 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $6,338,738.

    13F-HR 0001085146-24-005531 filed by KOM Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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