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KOM Wealth Management Group, LLC: IBTH position timeline

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

KOM Wealth Management Group, LLC held 102,696 IBTH 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 102,696 shares
    Change vs previous 13F +16,950 shares

    1.39% of the 13F portfolio, value $2,297,316.

    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 85,746 shares
    Change vs previous 13F +10,223 shares

    1.31% of the 13F portfolio, value $1,923,272.

    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 75,523 shares
    Change vs previous 13F +14,861 shares

    1.2% of the 13F portfolio, value $1,697,004.

    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 60,662 shares
    Change vs previous 13F +2,181 shares

    1.03% of the 13F portfolio, value $1,366,110.

    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 58,481 shares
    Change vs previous 13F +22,841 shares

    1.04% of the 13F portfolio, value $1,315,226.

    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 35,640 shares
    Change vs previous 13F +10,819 shares

    0.7% of the 13F portfolio, value $799,050.

    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 24,821 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $550,956.

    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).