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Disclosery

IRONWOOD INVESTMENT MANAGEMENT LLC: WSFS position timeline

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

IRONWOOD INVESTMENT MANAGEMENT LLC held 9,270 WSFS 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 9,270 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $711,287.

    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 9,270 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $606,814.

    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 9,270 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $512,075.

    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 9,270 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $499,931.

    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 9,270 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $509,850.

    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 9,270 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $480,835.

    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 9,270 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $492,515.

    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 9,270 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $472,677.

    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).