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Disclosery

IRONWOOD WEALTH MANAGEMENT, INC.: BKLN position timeline

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

IRONWOOD WEALTH MANAGEMENT, INC. held 1,267,369 BKLN shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,267,369 shares
    Change vs previous 13F +4,536 shares

    10.95% of the 13F portfolio, value $25,968,391.

    13F-HR 0001844821-26-000005 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,262,833 shares
    Change vs previous 13F +91,904 shares

    10.91% of the 13F portfolio, value $25,799,679.

    13F-HR 0001844821-26-000004 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,170,929 shares
    Change vs previous 13F +5,876 shares

    10.79% of the 13F portfolio, value $24,074,301.

    13F-HR 0001844821-26-000002 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,165,053 shares
    Change vs previous 13F -13,626 shares

    11.01% of the 13F portfolio, value $24,536,017.

    13F-HR 0001844821-26-000001 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,178,679 shares
    Change vs previous 13F +65,452 shares

    11.23% of the 13F portfolio, value $24,504,737.

    13F-HR 0001844821-25-000007 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,113,227 shares
    Change vs previous 13F +412 shares

    11.02% of the 13F portfolio, value $23,322,106.

    13F-HR 0001844821-25-000005 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,112,815 shares
    Change vs previous 13F +28,477 shares

    11.85% of the 13F portfolio, value $22,734,811.

    13F-HR 0001844821-25-000002 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,084,338 shares
    Change vs previous 13F not available

    11.29% of the 13F portfolio, value $22,879,532.

    13F-HR 0001844821-25-000001 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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