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IRON Financial LLC: HTRB position timeline

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

IRON Financial LLC held 194,088 HTRB 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 194,088 shares
    Change vs previous 13F -52,063 shares

    2.7% of the 13F portfolio, value $6,547,550.

    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 246,151 shares
    Change vs previous 13F -3,427 shares

    3.63% of the 13F portfolio, value $8,305,132.

    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 249,578 shares
    Change vs previous 13F -24,201 shares

    3.92% of the 13F portfolio, value $8,523,077.

    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 273,779 shares
    Change vs previous 13F -35,565 shares

    4.5% of the 13F portfolio, value $9,387,883.

    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 309,344 shares
    Change vs previous 13F -16,744 shares

    5.55% of the 13F portfolio, value $10,477,469.

    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 326,088 shares
    Change vs previous 13F -12,002 shares

    6.19% of the 13F portfolio, value $11,041,355.

    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 338,090 shares
    Change vs previous 13F -10,447 shares

    6.33% of the 13F portfolio, value $11,268,545.

    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 348,537 shares
    Change vs previous 13F not available

    6.63% of the 13F portfolio, value $12,184,857.

    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).