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Disclosery

IRON Financial LLC: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IRON Financial LLC on ACWV, newest first. How the timeline and the estimate are built.

IRON Financial LLC held 48,127 ACWV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,127 shares
    Change vs previous 13F -320 shares

    2.39% of the 13F portfolio, value $5,786,339.

    13F-HR 0001595509-26-000005 filed by IRON Financial 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 48,447 shares
    Change vs previous 13F -3,762 shares

    2.53% of the 13F portfolio, value $5,789,910.

    13F-HR 0001595509-26-000003 filed by IRON Financial 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 52,209 shares
    Change vs previous 13F -482 shares

    2.85% of the 13F portfolio, value $6,199,829.

    13F-HR 0001595509-26-000001 filed by IRON Financial 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 52,691 shares
    Change vs previous 13F -493 shares

    3.03% of the 13F portfolio, value $6,318,753.

    13F-HR 0001595509-25-000008 filed by IRON Financial 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 53,184 shares
    Change vs previous 13F -3,050 shares

    3.34% of the 13F portfolio, value $6,305,994.

    13F-HR 0001595509-25-000006 filed by IRON Financial 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 56,234 shares
    Change vs previous 13F -9,955 shares

    3.67% of the 13F portfolio, value $6,543,956.

    13F-HR 0001595509-25-000004 filed by IRON Financial 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 66,189 shares
    Change vs previous 13F -211 shares

    4.06% of the 13F portfolio, value $7,227,793.

    13F-HR 0001595509-25-000003 filed by IRON Financial 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 66,400 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $7,604,740.

    13F-HR 0001595509-24-000006 filed by IRON Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).