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Iron Horse Wealth Management, LLC: SPY position timeline

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

Iron Horse Wealth Management, LLC held 37,393 SPY 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 37,393 shares
    Change vs previous 13F +602 shares

    6.82% of the 13F portfolio, value $23,103,053.

    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 36,791 shares
    Change vs previous 13F +634 shares

    6.61% of the 13F portfolio, value $20,580,598.

    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 36,157 shares
    Change vs previous 13F +994 shares

    7.11% of the 13F portfolio, value $21,190,630.

    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 35,163 shares
    Change vs previous 13F +1,499 shares

    6.9% of the 13F portfolio, value $20,175,388.

    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 33,664 shares
    Change vs previous 13F +1,023 shares

    7% of the 13F portfolio, value $18,320,846.

    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 32,641 shares
    Change vs previous 13F +1,450 shares

    6.75% of the 13F portfolio, value $17,073,697.

    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 31,191 shares
    Change vs previous 13F +1,162 shares

    6.48% of the 13F portfolio, value $14,825,418.

    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 30,029 shares
    Change vs previous 13F not available

    6.3% of the 13F portfolio, value $12,836,994.

    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).