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Disclosery

Ironwood Financial, llc: IBDS position timeline

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

Ironwood Financial, llc held 350,537 IBDS 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 350,537 shares
    Change vs previous 13F +69,448 shares

    1.32% of the 13F portfolio, value $8,461,972.

    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 281,089 shares
    Change vs previous 13F +19,676 shares

    1.19% of the 13F portfolio, value $6,813,590.

    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 261,413 shares
    Change vs previous 13F +61,446 shares

    1.08% of the 13F portfolio, value $6,347,116.

    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 199,967 shares
    Change vs previous 13F +89,347 shares

    0.86% of the 13F portfolio, value $4,867,191.

    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 110,620 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $2,674,795.

    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 110,620 shares
    Change vs previous 13F +16,333 shares

    0.57% of the 13F portfolio, value $2,674,795.

    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 94,287 shares
    Change vs previous 13F +14,725 shares

    0.47% of the 13F portfolio, value $2,259,123.

    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 79,562 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,938,925.

    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).