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KOM Wealth Management Group, LLC: IBTI position timeline

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

KOM Wealth Management Group, LLC held 64,247 IBTI 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 64,247 shares
    Change vs previous 13F +13,233 shares

    0.86% of the 13F portfolio, value $1,422,422.

    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 51,014 shares
    Change vs previous 13F +22,823 shares

    0.78% of the 13F portfolio, value $1,136,747.

    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 28,191 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $630,492.

    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).