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KOM Wealth Management Group, LLC: IBDR position timeline

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

KOM Wealth Management Group, LLC held 0 IBDR 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 0 shares
    Change vs previous 13F -11,290 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 11,290 shares
    Change vs previous 13F -15,431 shares

    0.19% of the 13F portfolio, value $273,664.

    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 26,721 shares
    Change vs previous 13F -53 shares

    0.46% of the 13F portfolio, value $647,460.

    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 26,774 shares
    Change vs previous 13F -1,868 shares

    0.49% of the 13F portfolio, value $650,614.

    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 28,642 shares
    Change vs previous 13F +2,348 shares

    0.55% of the 13F portfolio, value $694,561.

    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 26,294 shares
    Change vs previous 13F +4,943 shares

    0.56% of the 13F portfolio, value $636,581.

    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 21,351 shares
    Change vs previous 13F +11,051 shares

    0.38% of the 13F portfolio, value $513,933.

    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 10,300 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $250,314.

    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).