Filer Snapshot

IronBridge Private Wealth, LLC

CIK 0001850996. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

22

Latest filing

14 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$310.05M

45 holdings for Q1 2026

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Largest parsed holding

NVDA

$94.03M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0001850996.

View Source Filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Ownership signals

SEC value snapshot by filing type

Compare filing families separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$310.05M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$310.05M

Market value from the latest parsed Form 13F information table.

Largest 13F positions

NVDA PULT JPST ADPV BIL
+15 moreGLD AMLP FTSM SHV GDX PLTR DFAE EZPW XLE FXZ IWM CRWV IJH HON FCX

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

NVDA PULT JPST ADPV BIL GLD AMLP FTSM
+12 moreSHV GDX PLTR DFAE EZPW XLE FXZ IWM CRWV IJH HON FCX
How to read this ownership snapshot
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths to verify the exact SEC filing behind a value.
Identity Who this page is about. 1 identity field
Business address
6420 Bee Cave Rd, Suite 201, Austin, TX, 78746
SEC profile Static EDGAR profile fields. 2 profile fields
State of incorporation
DE
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about IronBridge Private Wealth, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $310.05M across 45 reported holdings for Q1 2026.
  • Largest parsed 13F holding: NVDA at $94.03M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 45 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 14 May 2026

Top 5 concentration

49%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$151.54M

Compared with $310.05M total 13F value.

Top 5 net change

+$9.56M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: FTSM ยท Largest trim: SPY

NVDA PULT JPST ADPV BIL Other holdings

NVDA

30.3%

Nvidia Corporation

$94.03M

PULT

4.9%

Putnam Etf Trust

$15.11M

JPST

4.7%

J P Morgan Exchange Traded F

$14.52M

ADPV

4.6%

Series Portfolios Tr

$14.13M

BIL

4.4%

Spdr Series Trust

$13.75M

Latest update

What changed recently for IronBridge Private Wealth, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

IronBridge Private Wealth, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001850996 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
22
First seen
24 Mar 2021
Latest filing
14 May 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

IronBridge Private Wealth, LLC SEC filings IronBridge Private Wealth, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 22 SEC filings for IronBridge Private Wealth, LLC.

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13F-HR

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
23 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
30 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Oct 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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