Skip to content
Disclosery

IRON Financial LLC: SPTM position timeline

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

IRON Financial LLC held 127,201 SPTM 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 127,201 shares
    Change vs previous 13F -1,614 shares

    4.77% of the 13F portfolio, value $11,548,607.

    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 128,815 shares
    Change vs previous 13F +111 shares

    4.45% of the 13F portfolio, value $10,184,135.

    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 128,704 shares
    Change vs previous 13F -2,780 shares

    4.88% of the 13F portfolio, value $10,618,117.

    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 131,484 shares
    Change vs previous 13F -61 shares

    5.08% of the 13F portfolio, value $10,604,209.

    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 131,545 shares
    Change vs previous 13F -1,320 shares

    5.21% of the 13F portfolio, value $9,851,422.

    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 132,865 shares
    Change vs previous 13F +1,573 shares

    5.07% of the 13F portfolio, value $9,036,180.

    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 131,292 shares
    Change vs previous 13F -2,576 shares

    5.27% of the 13F portfolio, value $9,378,184.

    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 133,868 shares
    Change vs previous 13F not available

    5.1% of the 13F portfolio, value $9,378,821.

    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).