Skip to content
Disclosery

Iron Horse Wealth Management, LLC: PFFD position timeline

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

Iron Horse Wealth Management, LLC held 304,662 PFFD 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 304,662 shares
    Change vs previous 13F +4,523 shares

    1.69% of the 13F portfolio, value $5,736,793.

    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 300,139 shares
    Change vs previous 13F -143,151 shares

    1.83% of the 13F portfolio, value $5,714,647.

    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 443,290 shares
    Change vs previous 13F +18,196 shares

    2.9% of the 13F portfolio, value $8,648,584.

    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 425,094 shares
    Change vs previous 13F +23,407 shares

    3.02% of the 13F portfolio, value $8,833,457.

    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 401,687 shares
    Change vs previous 13F +16,771 shares

    3.02% of the 13F portfolio, value $7,905,201.

    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 384,916 shares
    Change vs previous 13F +20,504 shares

    3.07% of the 13F portfolio, value $7,759,910.

    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 364,412 shares
    Change vs previous 13F +15,449 shares

    3.09% of the 13F portfolio, value $7,069,590.

    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 348,963 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $6,564,001.

    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).