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Disclosery

IronBridge Private Wealth, LLC: XYZ position timeline

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

IronBridge Private Wealth, LLC held 0 XYZ 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 -78,163 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 78,163 shares
    Change vs previous 13F +42,687 shares

    1.67% of the 13F portfolio, value $4,246,597.

    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 35,476 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,015,106.

    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).