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Disclosery

Ironwood Financial, llc: IVE position timeline

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

Ironwood Financial, llc held 93,654 IVE 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 93,654 shares
    Change vs previous 13F -3,221 shares

    3.39% of the 13F portfolio, value $21,622,722.

    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 96,875 shares
    Change vs previous 13F -1,047 shares

    3.57% of the 13F portfolio, value $20,455,138.

    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 97,922 shares
    Change vs previous 13F -3,040 shares

    3.61% of the 13F portfolio, value $21,271,535.

    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 100,962 shares
    Change vs previous 13F +3,613 shares

    3.69% of the 13F portfolio, value $20,849,680.

    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 97,349 shares
    Change vs previous 13F 0 shares

    3.98% of the 13F portfolio, value $18,552,860.

    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 97,349 shares
    Change vs previous 13F -373 shares

    3.98% of the 13F portfolio, value $18,552,860.

    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 97,722 shares
    Change vs previous 13F -6,278 shares

    3.91% of the 13F portfolio, value $18,653,157.

    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 104,000 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $20,505,691.

    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).