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Disclosery

IRONWOOD INVESTMENT MANAGEMENT LLC: SHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IRONWOOD INVESTMENT MANAGEMENT LLC on SHV, newest first. How the timeline and the estimate are built.

IRONWOOD INVESTMENT MANAGEMENT LLC held 67,806 SHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,806 shares
    Change vs previous 13F +3,190 shares

    2.59% of the 13F portfolio, value $7,482,392.

    13F-HR 0001376474-26-000566 filed by IRONWOOD INVESTMENT MANAGEMENT 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 64,616 shares
    Change vs previous 13F +1,699 shares

    2.97% of the 13F portfolio, value $7,132,960.

    13F-HR 0001376474-26-000378 filed by IRONWOOD INVESTMENT MANAGEMENT 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 62,917 shares
    Change vs previous 13F +26,083 shares

    2.91% of the 13F portfolio, value $6,930,308.

    13F-HR 0001376474-26-000161 filed by IRONWOOD INVESTMENT MANAGEMENT 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 36,834 shares
    Change vs previous 13F +1,212 shares

    1.77% of the 13F portfolio, value $4,069,789.

    13F-HR 0001376474-25-000926 filed by IRONWOOD INVESTMENT MANAGEMENT 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 35,622 shares
    Change vs previous 13F +1,444 shares

    1.91% of the 13F portfolio, value $3,933,381.

    13F-HR 0001376474-25-000744 filed by IRONWOOD INVESTMENT MANAGEMENT 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 34,178 shares
    Change vs previous 13F +2,488 shares

    2.06% of the 13F portfolio, value $3,775,302.

    13F-HR 0001376474-25-000466 filed by IRONWOOD INVESTMENT MANAGEMENT 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 31,690 shares
    Change vs previous 13F +594 shares

    1.74% of the 13F portfolio, value $3,489,386.

    13F-HR 0001376474-25-000173 filed by IRONWOOD INVESTMENT MANAGEMENT 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 31,096 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,440,150.

    13F-HR 0001376474-24-000686 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).