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
- period ended2026-06-3013F 35,173 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,852 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,604 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,626 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,534 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).