Current Market Value 253,892,918
Current Holdings 53
Most Recent File Date 2025-05-15
Total Filings on Record 18
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by IronBridge Private Wealth, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-05-15 2025-03-31 13F-HR 53 253,893
2025-02-13 2024-12-31 13F-HR 51 272,384
2024-11-14 2024-09-30 13F-HR 49 267,754
2024-08-14 2024-06-30 13F-HR 45 363,500
2024-05-15 2024-03-31 13F-HR 45 241,190
2024-02-12 2023-12-31 13F-HR 44 205,117
2023-11-13 2023-09-30 13F-HR 37 184,414
2023-08-08 2023-06-30 13F-HR 35 177,917
2023-04-12 2023-03-31 13F-HR 31 156,445
2023-02-14 2022-12-31 13F-HR 27 121,442
2022-10-24 2022-09-30 13F-HR 21 115,688
2022-07-27 2022-06-30 13F-HR 30 133,359
2022-05-16 2022-03-31 13F-HR 36 162,159
2022-02-17 2021-12-31 13F-HR 309 192,165
2022-01-12 2021-09-30 13F-HR 289 186,151
2021-09-01 2021-06-30 13F-HR 285 169,653
2021-06-21 2021-03-31 13F-HR 277 157,373
2021-03-24 2020-12-31 13F-HR 248 135,315