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KOM Wealth Management Group, LLC: SCHF position timeline

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

KOM Wealth Management Group, LLC held 275,327 SCHF 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 275,327 shares
    Change vs previous 13F +46,207 shares

    4.61% of the 13F portfolio, value $7,626,551.

    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 229,120 shares
    Change vs previous 13F +44,184 shares

    3.87% of the 13F portfolio, value $5,670,726.

    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 184,936 shares
    Change vs previous 13F +25,775 shares

    3.15% of the 13F portfolio, value $4,445,856.

    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 159,161 shares
    Change vs previous 13F +4,490 shares

    2.8% of the 13F portfolio, value $3,705,276.

    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 154,671 shares
    Change vs previous 13F +18,313 shares

    2.71% of the 13F portfolio, value $3,418,234.

    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 136,358 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $2,697,167.

    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).