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KOM Wealth Management Group, LLC: LMBS position timeline

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

KOM Wealth Management Group, LLC held 46,633 LMBS 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 46,633 shares
    Change vs previous 13F +1,133 shares

    1.4% of the 13F portfolio, value $2,321,392.

    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 45,500 shares
    Change vs previous 13F +15,043 shares

    1.55% of the 13F portfolio, value $2,266,350.

    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 30,457 shares
    Change vs previous 13F +753 shares

    1.08% of the 13F portfolio, value $1,522,557.

    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 29,704 shares
    Change vs previous 13F +1,165 shares

    1.12% of the 13F portfolio, value $1,478,974.

    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 28,539 shares
    Change vs previous 13F -56 shares

    1.11% of the 13F portfolio, value $1,405,852.

    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 28,595 shares
    Change vs previous 13F -14,439 shares

    1.23% of the 13F portfolio, value $1,405,749.

    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 43,034 shares
    Change vs previous 13F +91 shares

    1.55% of the 13F portfolio, value $2,094,466.

    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 42,943 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,121,858.

    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).