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KOM Wealth Management Group, LLC: IBDT position timeline

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

KOM Wealth Management Group, LLC held 35,173 IBDT 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 35,173 shares
    Change vs previous 13F +8,321 shares

    0.54% of the 13F portfolio, value $888,111.

    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 26,852 shares
    Change vs previous 13F +9,248 shares

    0.46% of the 13F portfolio, value $680,162.

    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 17,604 shares
    Change vs previous 13F +8,978 shares

    0.32% of the 13F portfolio, value $448,115.

    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 8,626 shares
    Change vs previous 13F +92 shares

    0.17% of the 13F portfolio, value $220,132.

    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 8,534 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $216,929.

    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).