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Disclosery

IronBridge Private Wealth, LLC: CVX position timeline

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

IronBridge Private Wealth, LLC held 0 CVX shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -30,881 shares

    13F-HR 0001172661-25-002410 filed by IronBridge Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 30,881 shares
    Change vs previous 13F -11,729 shares

    1.64% of the 13F portfolio, value $4,472,779.

    13F-HR 0001172661-25-000794 filed by IronBridge Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 42,610 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $6,275,191.

    13F-HR 0001172661-24-005221 filed by IronBridge Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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