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Ironwood Wealth Management, LLC.: SPEM position timeline

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

Ironwood Wealth Management, LLC. held 62,107 SPEM 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 62,107 shares
    Change vs previous 13F -2,751 shares

    0.71% of the 13F portfolio, value $3,215,908.

    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 64,858 shares
    Change vs previous 13F -3,045 shares

    0.87% of the 13F portfolio, value $3,042,496.

    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 67,903 shares
    Change vs previous 13F -645 shares

    0.93% of the 13F portfolio, value $3,178,547.

    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 68,548 shares
    Change vs previous 13F -5,545 shares

    1.08% of the 13F portfolio, value $3,208,739.

    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 74,093 shares
    Change vs previous 13F -23,901 shares

    1.16% of the 13F portfolio, value $3,166,741.

    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 97,994 shares
    Change vs previous 13F -4,904 shares

    1.18% of the 13F portfolio, value $3,858,030.

    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 102,898 shares
    Change vs previous 13F -1,194 shares

    1.22% of the 13F portfolio, value $3,948,202.

    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 104,092 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,296,923.

    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).