| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 15 | Q2 2024 | 26.0% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 12.2% |
| TEXAS INSTRS INC | 15 | Q2 2024 | 2.6% |
| EXXON MOBIL CORP | 15 | Q2 2024 | 3.1% |
| APPLE INC | 15 | Q2 2024 | 2.2% |
| EZCORP INC | 15 | Q2 2024 | 1.3% |
| ACCENTURE PLC IRELAND | 15 | Q2 2024 | 2.6% |
| DUKE ENERGY CORP NEW | 15 | Q2 2024 | 0.3% |
| KOSMOS ENERGY LTD | 15 | Q2 2024 | 0.1% |
| JPMORGAN CHASE & CO. | 14 | Q2 2024 | 0.9% |
View IronBridge Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-27 |
View IronBridge Private Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.