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KOM Wealth Management Group, LLC: IBTJ position timeline

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

KOM Wealth Management Group, LLC held 35,636 IBTJ 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 35,636 shares
    Change vs previous 13F +9,034 shares

    0.47% of the 13F portfolio, value $771,510.

    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 26,602 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $581,066.

    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).