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Disclosery

IRON Financial LLC: SPY position timeline

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

IRON Financial LLC held 12,191 SPY 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 12,191 shares
    Change vs previous 13F -761 shares

    3.76% of the 13F portfolio, value $9,104,095.

    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 12,952 shares
    Change vs previous 13F -784 shares

    3.68% of the 13F portfolio, value $8,423,383.

    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 13,736 shares
    Change vs previous 13F +31 shares

    4.31% of the 13F portfolio, value $9,366,768.

    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 13,705 shares
    Change vs previous 13F -240 shares

    4.37% of the 13F portfolio, value $9,130,087.

    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 13,945 shares
    Change vs previous 13F +114 shares

    4.56% of the 13F portfolio, value $8,615,868.

    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 13,831 shares
    Change vs previous 13F +220 shares

    4.34% of the 13F portfolio, value $7,736,803.

    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 13,611 shares
    Change vs previous 13F +20 shares

    4.48% of the 13F portfolio, value $7,976,889.

    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 13,591 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $7,798,258.

    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).