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Ironwood Financial, llc: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ironwood Financial, llc on AAPL, newest first. How the timeline and the estimate are built.

Ironwood Financial, llc held 135,616 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,616 shares
    Change vs previous 13F -14,982 shares

    6.74% of the 13F portfolio, value $43,032,254.

    13F-HR 0001630360-26-000005 filed by Ironwood Financial, 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 150,598 shares
    Change vs previous 13F -5,477 shares

    6.67% of the 13F portfolio, value $38,220,367.

    13F-HR 0001630360-26-000003 filed by Ironwood Financial, 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 156,075 shares
    Change vs previous 13F -7,573 shares

    6.89% of the 13F portfolio, value $40,618,577.

    13F-HR 0001630360-26-000001 filed by Ironwood Financial, 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 163,648 shares
    Change vs previous 13F -8,258 shares

    7.38% of the 13F portfolio, value $41,669,739.

    13F-HR 0001630360-25-000002 filed by Ironwood Financial, 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 171,906 shares
    Change vs previous 13F 0 shares

    8.19% of the 13F portfolio, value $38,185,456.

    13F-HR 0001085146-25-004092 filed by Ironwood Financial, 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 171,906 shares
    Change vs previous 13F -479 shares

    8.19% of the 13F portfolio, value $38,185,456.

    13F-HR 0001085146-25-002106 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 172,385 shares
    Change vs previous 13F -2,020 shares

    9.06% of the 13F portfolio, value $43,168,734.

    13F-HR 0001085146-25-000261 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 174,405 shares
    Change vs previous 13F not available

    8.54% of the 13F portfolio, value $40,636,305.

    13F-HR 0001085146-24-004963 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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