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Disclosery

Ironwood Financial, llc: IBDV position timeline

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

Ironwood Financial, llc held 644,551 IBDV 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 644,551 shares
    Change vs previous 13F +88,900 shares

    2.18% of the 13F portfolio, value $13,922,301.

    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 555,651 shares
    Change vs previous 13F +22,638 shares

    2.12% of the 13F portfolio, value $12,163,208.

    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 533,013 shares
    Change vs previous 13F +37,048 shares

    1.99% of the 13F portfolio, value $11,758,271.

    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 495,965 shares
    Change vs previous 13F +118,000 shares

    1.95% of the 13F portfolio, value $10,985,630.

    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 377,965 shares
    Change vs previous 13F 0 shares

    1.76% of the 13F portfolio, value $8,209,402.

    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 377,965 shares
    Change vs previous 13F +22,908 shares

    1.76% of the 13F portfolio, value $8,209,402.

    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 355,057 shares
    Change vs previous 13F +11,330 shares

    1.59% of the 13F portfolio, value $7,584,022.

    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 343,727 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $7,620,428.

    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).