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Iron Horse Wealth Management, LLC: VBR position timeline

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

Iron Horse Wealth Management, LLC held 9,784 VBR 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 9,784 shares
    Change vs previous 13F -55 shares

    0.56% of the 13F portfolio, value $1,907,910.

    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 9,839 shares
    Change vs previous 13F -40,075 shares

    0.59% of the 13F portfolio, value $1,832,842.

    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 49,914 shares
    Change vs previous 13F +1,333 shares

    3.32% of the 13F portfolio, value $9,891,965.

    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 48,581 shares
    Change vs previous 13F +1,757 shares

    3.33% of the 13F portfolio, value $9,754,077.

    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 46,824 shares
    Change vs previous 13F +1,294 shares

    3.26% of the 13F portfolio, value $8,546,256.

    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 45,530 shares
    Change vs previous 13F +1,743 shares

    3.45% of the 13F portfolio, value $8,736,233.

    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 43,787 shares
    Change vs previous 13F +1,393 shares

    3.45% of the 13F portfolio, value $7,880,417.

    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 42,394 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $6,761,457.

    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).