IRON Financial LLC

All 13F Filings

Location
Northbrook, IL
Most recent 13F
Q4 2025
Holdings value ($000)
217,567
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/22/2026 132 217,567 13F-HR IRON Financial LLC
Q3 2025 10/24/2025 139 208,822 13F-HR IRON Financial LLC
Q2 2025 7/25/2025 126 192,916 13F-HR IRON Financial LLC
Q2 2014 7/30/2014 80 113,102 13F-HR Iron Financial, LLC
Q1 2014 5/7/2014 76 131,455 13F-HR Iron Financial, LLC
Q4 2013 1/8/2014 42 98,032 13F-HR Iron Financial, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 170.4 K 78.3% 9.958 K 0 9.958 K
ETFs 26.79 K 12.3% 1.478 K 0 1.478 K
Debt 3.763 K 1.7% 0 2.133 K -2.133 K
Other 16.63 K 7.6% 0 558 -558
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Fund Snapshot

Q4 2025
Latest filed
1/22/2026
Total value ($000)
217,567
Holdings
132
QoQ value change ($000)
8,745 (4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.