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Disclosery

Ironwood Financial, llc: SCHV position timeline

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

Ironwood Financial, llc held 26,320 SCHV 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 26,320 shares
    Change vs previous 13F +47 shares

    0.14% of the 13F portfolio, value $900,677.

    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 26,273 shares
    Change vs previous 13F -1,432 shares

    0.14% of the 13F portfolio, value $801,319.

    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 27,705 shares
    Change vs previous 13F -1,013 shares

    0.14% of the 13F portfolio, value $849,721.

    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 28,718 shares
    Change vs previous 13F -236 shares

    0.15% of the 13F portfolio, value $835,973.

    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 28,954 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $769,590.

    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 28,954 shares
    Change vs previous 13F -278 shares

    0.17% of the 13F portfolio, value $769,590.

    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 29,232 shares
    Change vs previous 13F +19,550 shares

    0.16% of the 13F portfolio, value $762,083.

    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 9,682 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $778,163.

    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).