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IronBridge Private Wealth, LLC: SHV position timeline

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

IronBridge Private Wealth, LLC held 153,098 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,098 shares
    Change vs previous 13F +64,334 shares

    5.55% of the 13F portfolio, value $16,894,366.

    13F-HR 0001172661-26-003351 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).

  2. period ended2026-03-31
    13F 88,764 shares
    Change vs previous 13F +35,226 shares

    3.16% of the 13F portfolio, value $9,798,659.

    13F-HR 0001172661-26-001846 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 ended2025-12-31
    13F 53,538 shares
    Change vs previous 13F 0 shares

    1.87% of the 13F portfolio, value $5,915,415.

    13F-HR 0001172661-26-001321 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).

  4. period ended2025-09-30
    13F 53,538 shares
    Change vs previous 13F -1,356 shares

    1.87% of the 13F portfolio, value $5,915,415.

    13F-HR 0001172661-25-004513 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).

  5. period ended2025-06-30
    13F 54,894 shares
    Change vs previous 13F +13,367 shares

    2.11% of the 13F portfolio, value $6,061,397.

    13F-HR 0001172661-25-004241 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).

  6. period ended2025-03-31
    13F 41,527 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $4,587,074.

    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).