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Disclosery

Ironwood Financial, llc: XLE position timeline

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

Ironwood Financial, llc held 28,775 XLE 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 28,775 shares
    Change vs previous 13F +1,737 shares

    0.26% of the 13F portfolio, value $1,632,688.

    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 27,038 shares
    Change vs previous 13F +2,306 shares

    0.29% of the 13F portfolio, value $1,656,378.

    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 24,732 shares
    Change vs previous 13F +13,878 shares

    0.19% of the 13F portfolio, value $1,146,084.

    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 10,854 shares
    Change vs previous 13F +3,629 shares

    0.17% of the 13F portfolio, value $969,666.

    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 7,225 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $675,203.

    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 7,225 shares
    Change vs previous 13F +2,042 shares

    0.14% of the 13F portfolio, value $675,203.

    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 5,183 shares
    Change vs previous 13F +2,053 shares

    0.09% of the 13F portfolio, value $443,988.

    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 3,130 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $274,807.

    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).