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Disclosery

Ironwood Financial, llc: IVW position timeline

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

Ironwood Financial, llc held 133,209 IVW 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 133,209 shares
    Change vs previous 13F -12,882 shares

    2.85% of the 13F portfolio, value $18,177,675.

    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 146,091 shares
    Change vs previous 13F -2,383 shares

    2.89% of the 13F portfolio, value $16,524,398.

    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 148,474 shares
    Change vs previous 13F -13,809 shares

    3.15% of the 13F portfolio, value $18,572,645.

    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 162,283 shares
    Change vs previous 13F -8,701 shares

    3.47% of the 13F portfolio, value $19,590,788.

    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 170,984 shares
    Change vs previous 13F 0 shares

    3.4% of the 13F portfolio, value $15,872,438.

    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 170,984 shares
    Change vs previous 13F +528 shares

    3.4% of the 13F portfolio, value $15,872,438.

    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 170,456 shares
    Change vs previous 13F -2,081 shares

    3.63% of the 13F portfolio, value $17,306,363.

    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 172,537 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $16,520,424.

    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).