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Disclosery

Ironwood Financial, llc: IBDX position timeline

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

Ironwood Financial, llc held 464,902 IBDX 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 464,902 shares
    Change vs previous 13F +85,202 shares

    1.81% of the 13F portfolio, value $11,557,460.

    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 379,700 shares
    Change vs previous 13F +23,778 shares

    1.68% of the 13F portfolio, value $9,595,007.

    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 355,922 shares
    Change vs previous 13F +48,805 shares

    1.54% of the 13F portfolio, value $9,083,117.

    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 307,117 shares
    Change vs previous 13F +282,707 shares

    1.39% of the 13F portfolio, value $7,868,338.

    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 24,410 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $610,006.

    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 24,410 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $610,006.

    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).