IROQ IF BANCORP INC COM

Ownership history in Oppenheimer & Close, LLC  ·  50 quarters on record

AI Ownership Summary

Oppenheimer & Close, LLC reported IF BANCORP INC COM (IROQ) in 50 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q1. The latest visible filing shows IROQ at 0.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IROQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oppenheimer & Close, LLC's position in IF BANCORP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IROQ was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Oppenheimer & Close, LLC held IROQ — position size vs. price
% of Fund (quarterly)    IROQ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 44,350 0% 0.81% $1.2M 2026-02-14 (Est.) $27.72
2025 Q3 UNCHANGED 44,350 0% 0.78% $1.1M 2025-11-10 $25.81
2025 Q2 UNCHANGED 44,350 0% 0.83% $1.1M 2025-08-12 $24.86
2025 Q1 UNCHANGED 44,350 0% 0.88% $1.1M 2025-04-29 $24.01
2024 Q4 UNCHANGED 44,350 0% 0.83% $1.0M 2025-02-11 $23.61
2024 Q3 UNCHANGED 44,350 0% 0.72% $895K 2024-10-17 $20.27
2024 Q2 UNCHANGED 44,350 0% 0.63% $718K 2024-07-25 $16.85
2024 Q1 UNCHANGED 44,350 0% 0.64% $738K 2024-05-07 $15.83
2023 Q4 UNCHANGED 44,350 0% 0.65% $711K 2024-02-08 $15.78
2023 Q3 UNCHANGED 44,350 0% 0.66% $660K 2023-11-13 $13.90
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Oppenheimer & Close, LLC and IROQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oppenheimer & Close, LLC reported owning IROQ?

Oppenheimer & Close, LLC reported IROQ across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IROQ position in Oppenheimer & Close, LLC's portfolio?

The largest reported portfolio weight for IROQ was 0.88% in 2025 Q1.

What is the latest reported IROQ position on this page?

The most recent filing on this page is 2025 Q4, when Oppenheimer & Close, LLC reported 44,350 shares, equal to 0.81% of portfolio, with an estimated market value of $1.2M.

What does the chart on this IROQ ownership page compare?

The chart compares Oppenheimer & Close, LLC's quarterly IROQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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