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Disclosery

Ironwood Financial, llc: IDV position timeline

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

Ironwood Financial, llc held 15,143 IDV 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 15,143 shares
    Change vs previous 13F -1,073 shares

    0.1% of the 13F portfolio, value $638,437.

    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 16,216 shares
    Change vs previous 13F -685 shares

    0.12% of the 13F portfolio, value $690,149.

    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 16,901 shares
    Change vs previous 13F -5,910 shares

    0.11% of the 13F portfolio, value $675,046.

    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 22,811 shares
    Change vs previous 13F -3,452 shares

    0.15% of the 13F portfolio, value $833,741.

    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 26,263 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $814,670.

    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 26,263 shares
    Change vs previous 13F -833 shares

    0.17% of the 13F portfolio, value $814,670.

    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 27,096 shares
    Change vs previous 13F -2,664 shares

    0.16% of the 13F portfolio, value $741,885.

    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 29,760 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $899,655.

    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).