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KOM Wealth Management Group, LLC: IBTG position timeline

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

KOM Wealth Management Group, LLC held 113,843 IBTG 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 113,843 shares
    Change vs previous 13F -48,242 shares

    1.57% of the 13F portfolio, value $2,605,855.

    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 162,085 shares
    Change vs previous 13F -82,056 shares

    2.53% of the 13F portfolio, value $3,714,172.

    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 244,141 shares
    Change vs previous 13F -3,354 shares

    3.95% of the 13F portfolio, value $5,584,734.

    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 247,495 shares
    Change vs previous 13F +4,971 shares

    4.29% of the 13F portfolio, value $5,680,015.

    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 242,524 shares
    Change vs previous 13F -13,046 shares

    4.41% of the 13F portfolio, value $5,561,083.

    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 255,570 shares
    Change vs previous 13F -63,279 shares

    5.12% of the 13F portfolio, value $5,862,782.

    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 318,849 shares
    Change vs previous 13F +243,242 shares

    5.37% of the 13F portfolio, value $7,272,961.

    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 75,607 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,743,879.

    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).