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Disclosery

IRON Financial LLC: SPDW position timeline

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

IRON Financial LLC held 43,264 SPDW 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 43,264 shares
    Change vs previous 13F -543 shares

    0.9% of the 13F portfolio, value $2,180,090.

    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 43,807 shares
    Change vs previous 13F -165 shares

    0.87% of the 13F portfolio, value $1,999,774.

    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 43,972 shares
    Change vs previous 13F -2,081 shares

    0.9% of the 13F portfolio, value $1,952,783.

    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 46,053 shares
    Change vs previous 13F -364 shares

    0.94% of the 13F portfolio, value $1,970,620.

    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 46,417 shares
    Change vs previous 13F +123 shares

    0.99% of the 13F portfolio, value $1,879,437.

    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 46,294 shares
    Change vs previous 13F -63 shares

    0.94% of the 13F portfolio, value $1,685,577.

    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 46,357 shares
    Change vs previous 13F -34 shares

    0.89% of the 13F portfolio, value $1,582,176.

    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 46,391 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,742,463.

    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).