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Ironwood Financial, llc: IBHG position timeline

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

Ironwood Financial, llc held 199,317 IBHG 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 199,317 shares
    Change vs previous 13F +33,788 shares

    0.69% of the 13F portfolio, value $4,376,009.

    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 165,529 shares
    Change vs previous 13F +10,984 shares

    0.64% of the 13F portfolio, value $3,663,147.

    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 154,545 shares
    Change vs previous 13F +23,875 shares

    0.59% of the 13F portfolio, value $3,452,535.

    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 130,670 shares
    Change vs previous 13F +76,511 shares

    0.52% of the 13F portfolio, value $2,938,771.

    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 54,159 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,209,106.

    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 54,159 shares
    Change vs previous 13F +6,149 shares

    0.26% of the 13F portfolio, value $1,209,106.

    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 48,010 shares
    Change vs previous 13F +7,088 shares

    0.22% of the 13F portfolio, value $1,067,753.

    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 40,922 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $924,835.

    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).