IronOak Wealth LLC. quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-12-31 to 2025-06-30, IronOak Wealth LLC. opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was TSM (+$246,950); the largest decrease was TSM (+$246,950).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2024-12-31 6,243; Shares 2025-06-30 6,515.
Two Form 13F-HR filings compared (SEC CIK 2037081): 2024-12-31 (filed 2025-03-06) and 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; share change is the position change.
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