Skip to content
Disclosery

Ironwood Financial, llc: IBDW position timeline

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

Ironwood Financial, llc held 660,559 IBDW 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 660,559 shares
    Change vs previous 13F +91,148 shares

    2.13% of the 13F portfolio, value $13,620,731.

    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 569,411 shares
    Change vs previous 13F +24,085 shares

    2.08% of the 13F portfolio, value $11,917,764.

    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 545,326 shares
    Change vs previous 13F +51,798 shares

    1.96% of the 13F portfolio, value $11,528,202.

    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 493,528 shares
    Change vs previous 13F +328,789 shares

    1.86% of the 13F portfolio, value $10,472,660.

    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 164,739 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $3,418,338.

    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 164,739 shares
    Change vs previous 13F +32,095 shares

    0.73% of the 13F portfolio, value $3,418,338.

    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 132,644 shares
    Change vs previous 13F +20,119 shares

    0.57% of the 13F portfolio, value $2,699,298.

    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 112,525 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,387,775.

    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).