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Disclosery

IRON Financial LLC: SCHP position timeline

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

IRON Financial LLC held 155,075 SCHP 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 155,075 shares
    Change vs previous 13F -38,425 shares

    1.7% of the 13F portfolio, value $4,109,490.

    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 193,500 shares
    Change vs previous 13F -2,442 shares

    2.25% of the 13F portfolio, value $5,149,031.

    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 195,942 shares
    Change vs previous 13F -17,382 shares

    2.39% of the 13F portfolio, value $5,190,506.

    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 213,324 shares
    Change vs previous 13F -10,185 shares

    2.75% of the 13F portfolio, value $5,749,091.

    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 223,509 shares
    Change vs previous 13F -6,158 shares

    3.16% of the 13F portfolio, value $5,963,231.

    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 229,667 shares
    Change vs previous 13F -15,323 shares

    3.46% of the 13F portfolio, value $6,175,742.

    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 244,990 shares
    Change vs previous 13F +111,320 shares

    3.56% of the 13F portfolio, value $6,328,104.

    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 133,670 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $7,168,740.

    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).