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Ironwood Wealth Management, LLC.: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ironwood Wealth Management, LLC. on SPDW, newest first. How the timeline and the estimate are built.

Ironwood Wealth Management, LLC. held 165,020 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,020 shares
    Change vs previous 13F -4,440 shares

    1.84% of the 13F portfolio, value $8,315,367.

    13F-HR 0001104659-26-088417 filed by Ironwood Wealth 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 169,460 shares
    Change vs previous 13F -1,494 shares

    2.22% of the 13F portfolio, value $7,735,858.

    13F-HR 0001104659-26-047829 filed by Ironwood Wealth 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 170,954 shares
    Change vs previous 13F -2,303 shares

    2.23% of the 13F portfolio, value $7,592,073.

    13F-HR 0001104659-26-009141 filed by Ironwood Wealth 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 173,257 shares
    Change vs previous 13F -21,453 shares

    2.48% of the 13F portfolio, value $7,413,675.

    13F-HR 0001104659-25-102445 filed by Ironwood Wealth 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 194,710 shares
    Change vs previous 13F -63,460 shares

    2.88% of the 13F portfolio, value $7,883,816.

    13F-HR 0001104659-25-074685 filed by Ironwood Wealth 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 258,170 shares
    Change vs previous 13F -8,659 shares

    2.89% of the 13F portfolio, value $9,399,977.

    13F-HR 0001104659-25-039345 filed by Ironwood Wealth 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 266,829 shares
    Change vs previous 13F -604 shares

    2.83% of the 13F portfolio, value $9,106,880.

    13F-HR 0001104659-25-009009 filed by Ironwood Wealth 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 267,433 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $10,044,777.

    13F-HR 0001104659-24-106964 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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