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Disclosery

IronBridge Private Wealth, LLC: XLK position timeline

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

IronBridge Private Wealth, LLC held 0 XLK shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -21,453 shares

    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).

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

  2. period ended2025-12-31
    13F 21,453 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $3,088,589.

    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).

  3. period ended2025-09-30
    13F 21,453 shares
    Change vs previous 13F -63 shares

    1.91% of the 13F portfolio, value $6,046,745.

    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).

  4. period ended2025-06-30
    13F 21,516 shares
    Change vs previous 13F +617 shares

    1.9% of the 13F portfolio, value $5,448,498.

    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).

  5. period ended2025-03-31
    13F 20,899 shares
    Change vs previous 13F +1,850 shares

    1.7% of the 13F portfolio, value $4,315,227.

    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).

  6. period ended2024-12-31
    13F 19,049 shares
    Change vs previous 13F -726 shares

    1.63% of the 13F portfolio, value $4,429,275.

    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).

  7. period ended2024-09-30
    13F 19,775 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,464,405.

    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).