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Disclosery

Ironwood Financial, llc: IBHF position timeline

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

Ironwood Financial, llc held 77,247 IBHF 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 77,247 shares
    Change vs previous 13F -53,715 shares

    0.27% of the 13F portfolio, value $1,739,986.

    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 130,962 shares
    Change vs previous 13F +5,696 shares

    0.52% of the 13F portfolio, value $3,005,577.

    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 125,266 shares
    Change vs previous 13F +14,724 shares

    0.49% of the 13F portfolio, value $2,892,399.

    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 110,542 shares
    Change vs previous 13F +44,382 shares

    0.46% of the 13F portfolio, value $2,585,581.

    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 66,160 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,536,246.

    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 66,160 shares
    Change vs previous 13F +6,038 shares

    0.33% of the 13F portfolio, value $1,536,246.

    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 60,122 shares
    Change vs previous 13F +8,166 shares

    0.29% of the 13F portfolio, value $1,391,813.

    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 51,956 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,216,286.

    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).