IronOak Wealth LLC. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-06-30, IronOak Wealth LLC. opened 24 positions, added to 12, reduced 11, sold out of 17 and left 0 unchanged. The largest increase in value was UBER (+$2,755,149); the largest decrease was TSLA (-$2,375,163).
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.
No position of this class changed this way between the two filings.
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