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KOM Wealth Management Group, LLC: FBND position timeline

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

KOM Wealth Management Group, LLC held 14,459 FBND 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 14,459 shares
    Change vs previous 13F +76 shares

    0.4% of the 13F portfolio, value $657,746.

    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 14,383 shares
    Change vs previous 13F +2,111 shares

    0.45% of the 13F portfolio, value $656,162.

    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 12,272 shares
    Change vs previous 13F +2,997 shares

    0.4% of the 13F portfolio, value $565,007.

    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 9,275 shares
    Change vs previous 13F +129 shares

    0.32% of the 13F portfolio, value $428,878.

    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 9,146 shares
    Change vs previous 13F +144 shares

    0.33% of the 13F portfolio, value $418,411.

    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 9,002 shares
    Change vs previous 13F -6,026 shares

    0.36% of the 13F portfolio, value $410,955.

    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 15,028 shares
    Change vs previous 13F +5,849 shares

    0.5% of the 13F portfolio, value $674,315.

    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 9,179 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $429,055.

    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).