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Disclosery

IRON Financial LLC: SCHB position timeline

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

IRON Financial LLC held 23,421 SCHB 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 23,421 shares
    Change vs previous 13F -20 shares

    0.28% of the 13F portfolio, value $678,267.

    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 23,441 shares
    Change vs previous 13F -99 shares

    0.26% of the 13F portfolio, value $588,376.

    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 23,540 shares
    Change vs previous 13F +16 shares

    0.28% of the 13F portfolio, value $617,447.

    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 23,524 shares
    Change vs previous 13F +15 shares

    0.29% of the 13F portfolio, value $604,792.

    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 23,509 shares
    Change vs previous 13F +15 shares

    0.3% of the 13F portfolio, value $560,213.

    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 23,494 shares
    Change vs previous 13F +17 shares

    0.28% of the 13F portfolio, value $505,817.

    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 23,477 shares
    Change vs previous 13F +15,554 shares

    0.3% of the 13F portfolio, value $532,938.

    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 7,923 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $527,046.

    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).