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Disclosery

IronBridge Private Wealth, LLC: XBI position timeline

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

IronBridge Private Wealth, LLC held 0 XBI shares at 2025-06-30 per its 13F-HR filed 2025-10-10.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -20,662 shares

    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).

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

  2. period ended2025-03-31
    13F 20,662 shares
    Change vs previous 13F -46,524 shares

    0.66% of the 13F portfolio, value $1,675,689.

    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).

  3. period ended2024-12-31
    13F 67,186 shares
    Change vs previous 13F -2,052 shares

    2.22% of the 13F portfolio, value $6,050,773.

    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).

  4. period ended2024-09-30
    13F 69,238 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $6,840,715.

    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).