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Disclosery

Ironwood Financial, llc: MSFT position timeline

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

Ironwood Financial, llc held 12,714 MSFT 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 12,714 shares
    Change vs previous 13F -65 shares

    0.78% of the 13F portfolio, value $4,971,226.

    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 12,779 shares
    Change vs previous 13F +79 shares

    0.83% of the 13F portfolio, value $4,730,547.

    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 12,700 shares
    Change vs previous 13F -59 shares

    1.03% of the 13F portfolio, value $6,060,341.

    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 12,759 shares
    Change vs previous 13F +122 shares

    1.17% of the 13F portfolio, value $6,608,662.

    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 12,637 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $4,743,864.

    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 12,637 shares
    Change vs previous 13F -1,191 shares

    1.02% of the 13F portfolio, value $4,743,864.

    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 13,828 shares
    Change vs previous 13F -30 shares

    1.22% of the 13F portfolio, value $5,828,659.

    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 13,858 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $5,963,233.

    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).