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Disclosery

Ironwood Financial, llc: SCHB position timeline

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

Ironwood Financial, llc held 37,158 SCHB 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 37,158 shares
    Change vs previous 13F -352 shares

    0.17% of the 13F portfolio, value $1,076,090.

    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 37,510 shares
    Change vs previous 13F -543 shares

    0.16% of the 13F portfolio, value $941,493.

    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 38,053 shares
    Change vs previous 13F -699 shares

    0.17% of the 13F portfolio, value $1,021,330.

    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 38,752 shares
    Change vs previous 13F -69 shares

    0.18% of the 13F portfolio, value $996,302.

    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 38,821 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $835,817.

    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 38,821 shares
    Change vs previous 13F +811 shares

    0.18% of the 13F portfolio, value $835,817.

    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 38,010 shares
    Change vs previous 13F +29,473 shares

    0.18% of the 13F portfolio, value $862,828.

    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 8,537 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $567,888.

    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).