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IronOak Wealth LLC. Historic Quarter Change: Foreign Stocks, Added

IronOak Wealth LLC. historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 1 quarter from 2024-12-31 to 2025-06-30, IronOak Wealth LLC. opened 0 positions, added to 1, reduced 0 and sold out of 0.

  • Q2 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 6,243.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2037081), 1 quarter: Q2 2025 (2024-12-31 to 2025-06-30, filed 2025-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS6,2436,515+272$1,232,937$1,479,887+$246,9502025-07-14

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