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Disclosery

Ironwood Financial, llc: IBDU position timeline

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

Ironwood Financial, llc held 636,737 IBDU 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 636,737 shares
    Change vs previous 13F +77,652 shares

    2.29% of the 13F portfolio, value $14,651,314.

    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 559,085 shares
    Change vs previous 13F +21,934 shares

    2.27% of the 13F portfolio, value $13,004,329.

    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 537,151 shares
    Change vs previous 13F +37,280 shares

    2.13% of the 13F portfolio, value $12,574,706.

    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 499,871 shares
    Change vs previous 13F +122,435 shares

    2.08% of the 13F portfolio, value $11,731,969.

    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 377,436 shares
    Change vs previous 13F 0 shares

    1.87% of the 13F portfolio, value $8,730,095.

    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 377,436 shares
    Change vs previous 13F +22,302 shares

    1.87% of the 13F portfolio, value $8,730,095.

    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 355,134 shares
    Change vs previous 13F +10,673 shares

    1.7% of the 13F portfolio, value $8,097,056.

    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 344,461 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $8,098,272.

    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).