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KOM Wealth Management Group, LLC: IJR position timeline

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

KOM Wealth Management Group, LLC held 8,235 IJR 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 8,235 shares
    Change vs previous 13F -1,779 shares

    0.74% of the 13F portfolio, value $1,221,372.

    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 10,014 shares
    Change vs previous 13F -2,580 shares

    0.85% of the 13F portfolio, value $1,244,880.

    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 12,594 shares
    Change vs previous 13F -1,658 shares

    1.07% of the 13F portfolio, value $1,513,594.

    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 14,252 shares
    Change vs previous 13F +222 shares

    1.28% of the 13F portfolio, value $1,693,624.

    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 14,030 shares
    Change vs previous 13F -3,996 shares

    1.22% of the 13F portfolio, value $1,533,302.

    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 18,026 shares
    Change vs previous 13F -48,306 shares

    1.65% of the 13F portfolio, value $1,885,009.

    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 66,332 shares
    Change vs previous 13F +2,010 shares

    5.64% of the 13F portfolio, value $7,642,876.

    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 64,322 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $7,523,128.

    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).