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Iron Horse Wealth Management, LLC: BBAG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Iron Horse Wealth Management, LLC on BBAG, newest first. How the timeline and the estimate are built.

Iron Horse Wealth Management, LLC held 340,534 BBAG shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 340,534 shares
    Change vs previous 13F +3,703 shares

    4.64% of the 13F portfolio, value $15,722,461.

    13F-HR 0001836270-25-000003 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 336,831 shares
    Change vs previous 13F -142,603 shares

    4.99% of the 13F portfolio, value $15,531,299.

    13F-HR 0001836270-25-000002 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 479,434 shares
    Change vs previous 13F +16,997 shares

    7.27% of the 13F portfolio, value $21,660,813.

    13F-HR 0001836270-25-000001 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 462,437 shares
    Change vs previous 13F +8,538 shares

    7.48% of the 13F portfolio, value $21,882,541.

    13F-HR 0001836270-24-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 453,899 shares
    Change vs previous 13F +13,090 shares

    7.87% of the 13F portfolio, value $20,611,571.

    13F-HR 0001836270-24-000003 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 440,809 shares
    Change vs previous 13F +51,929 shares

    7.99% of the 13F portfolio, value $20,219,905.

    13F-HR 0001836270-24-000002 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 388,880 shares
    Change vs previous 13F +11,666 shares

    7.91% of the 13F portfolio, value $18,094,568.

    13F-HR 0001836270-24-000001 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 377,214 shares
    Change vs previous 13F not available

    8.19% of the 13F portfolio, value $16,684,197.

    13F-HR 0001836270-23-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).