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Disclosery

IRON Financial LLC: USMV position timeline

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

IRON Financial LLC held 11,249 USMV 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 11,249 shares
    Change vs previous 13F +11 shares

    0.45% of the 13F portfolio, value $1,085,040.

    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 11,238 shares
    Change vs previous 13F -3,204 shares

    0.46% of the 13F portfolio, value $1,042,215.

    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 14,442 shares
    Change vs previous 13F -37 shares

    0.63% of the 13F portfolio, value $1,359,860.

    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 14,479 shares
    Change vs previous 13F -202 shares

    0.66% of the 13F portfolio, value $1,377,538.

    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 14,681 shares
    Change vs previous 13F -6,163 shares

    0.73% of the 13F portfolio, value $1,378,129.

    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 20,844 shares
    Change vs previous 13F -63 shares

    1.09% of the 13F portfolio, value $1,952,261.

    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 20,907 shares
    Change vs previous 13F -529 shares

    1.04% of the 13F portfolio, value $1,856,331.

    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 21,436 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,957,364.

    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).