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Iron Horse Wealth Management, LLC: SPDW position timeline

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

Iron Horse Wealth Management, LLC held 546,648 SPDW 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 546,648 shares
    Change vs previous 13F +8,071 shares

    6.53% of the 13F portfolio, value $22,133,775.

    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 538,577 shares
    Change vs previous 13F +36,366 shares

    6.29% of the 13F portfolio, value $19,609,592.

    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 502,211 shares
    Change vs previous 13F +25,229 shares

    5.75% of the 13F portfolio, value $17,140,449.

    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 476,982 shares
    Change vs previous 13F +27,926 shares

    6.12% of the 13F portfolio, value $17,915,453.

    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 449,056 shares
    Change vs previous 13F +12,384 shares

    6.02% of the 13F portfolio, value $15,752,892.

    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 436,672 shares
    Change vs previous 13F +19,237 shares

    6.19% of the 13F portfolio, value $15,650,321.

    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 417,435 shares
    Change vs previous 13F +19,198 shares

    6.21% of the 13F portfolio, value $14,196,952.

    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 398,237 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $12,349,339.

    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).