Ownership history in IronBridge Private Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which IronBridge Private Wealth, LLC reported a position in ALPS ETF TR (AMLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 263,983 | — | 0% | 3.92% | $12.4M | $46.09 |
| 2025 Q3 | ADDED | 263,983 | +19,640 | +8.0% | 3.91% | $12.4M | $45.04 |
| 2025 Q1 | REDUCED | 244,343 | -1,579 | -0.6% | 5.00% | $12.7M | $47.89 |
| 2024 Q4 | REDUCED | 245,922 | -7,616 | -3.0% | 4.35% | $11.8M | $43.57 |
| 2024 Q3 | REDUCED | 253,538 | -7,323 | -2.8% | 4.46% | $11.9M | $41.80 |
| 2024 Q2 | ADDED | 260,861 | +10,810 | +4.3% | 4.68% | $12.5M | $41.69 |
| 2024 Q1 | ADDED | 250,051 | +16,635 | +7.1% | 4.92% | $11.9M | $40.43 |
| 2023 Q4 | ADDED | 233,416 | +34,791 | +17.5% | 4.84% | $9.9M | $35.49 |
| 2023 Q3 | ADDED | 198,625 | +1,810 | +0.9% | 4.55% | $8.4M | $34.49 |
| 2023 Q2 | ADDED | 196,815 | +112,195 | +132.6% | 4.34% | $7.7M | $31.40 |
As of 2025 Q4 — sorted by position size