IronBridge Private Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$268M
Signature - Title
Gwen Henson - Chief Compliance Officer
Location
Austin, TX
Summary
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. IronBridge Private Wealth, LLC reported 48 stock holdings with total value $268M as of Q3 2024. Top holdings included NVDA, IWM, PULT, JPST, and GLD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $268M +$23.7M -$26M -$2.36M NVDA, IWM, PULT, JPST, GLD 13F-HR 11/14/2024, 04:17 PM
Q2 2024 43 $267M +$81.6M -$12.7M +$68.9M NVDA, IWM, AMLP, PULT, JPST 13F-HR 8/14/2024, 10:24 AM
Q1 2024 43 $241M +$22.2M -$17.8M +$4.43M NVDA, IWM, AMLP, PULT, JPST 13F-HR 5/15/2024, 12:14 PM
Q4 2023 43 $205M +$82.7M -$70.2M +$12.5M NVDA, JPST, PULT, AMLP, IWM 13F-HR 2/12/2024, 03:58 PM
Q3 2023 37 $184M +$45.7M -$39.8M +$5.9M BIL, NVDA, JPST, TFLO, VCSH 13F-HR 11/13/2023, 09:45 AM
Q2 2023 35 $178M +$66.2M -$55.9M +$10.3M BIL, NVDA, SHV, JPST, TFLO 13F-HR 8/8/2023, 11:38 AM
Q1 2023 31 $156M +$75.4M -$49.3M +$26.1M BIL, NVDA, SHV, JPST, TLT 13F-HR 4/12/2023, 04:50 PM
Q4 2022 27 $121M +$52.8M -$49.3M +$3.52M BIL, NVDA, FTSM, SH, GIS 13F-HR 2/14/2023, 10:20 AM
Q3 2022 21 $116M +$39.7M -$54.8M -$15.2M BIL, SHV, FTSM, GSY, NVDA 13F-HR 10/24/2022, 03:39 PM
Q2 2022 29 $133M +$78.7M -$93.8M -$15M RAVI, SHV, FTSM, BIL, NVDA 13F-HR 7/27/2022, 09:40 AM
Q1 2022 35 $162M +$101M -$127M -$25.8M SPY, NVDA, GSY, XLI, XLP 13F-HR 5/16/2022, 04:36 PM
Q4 2021 285 $192M +$141M -$126M +$15.4M SPY, NVDA, FTEC, SHV, VCR 13F-HR 2/17/2022, 01:28 PM
Q3 2021 266 $167M +$126M -$127M -$81.1K GSY, FTSM, XLK, FXL, FXH 13F-HR 1/11/2022, 08:18 PM
Q2 2021 267 $161M +$75.3M -$96.9M -$21.7M IVV, SPY, XLB, NVDA, RSPH 13F-HR 9/1/2021, 03:06 PM
Q1 2021 263 $155M +$78.2M -$64.8M +$13.4M SPY, GSY, GBIL, XLE, FXD 13F-HR 6/21/2021, 01:07 PM
Q4 2020 237 $135M $0 $0 SPY, GSY, FXO, FXH, VFH 13F-HR 3/24/2021, 03:52 PM