SEC 13F Intelligence

ITERUM THERAPEUTICS PLC SHS NEW

CUSIP G6333L101

Iterum Therapeutics PLC Shs New has 4 institutional holders in Filings Flow’s 13F database, together reporting 223.4K shares worth $74,826 as of Q4 2025. The largest reported holders are Creative Financial Designs Inc /Adv, Captrust Financial Advisors, and Gen-Wealth Partners Inc.

Institutional Holders
4
Q4 2025
Reported Value
$74,826
Ticker
unmapped
private placement or foreign
Quarters Tracked
28

Ownership Trend

Institutional holders
Q1 ’19: 17Q1 ’19Q2 ’19: 17Q3 ’19: 17Q4 ’19: 12Q1 ’20: 12Q1 ’20Q2 ’20: 9Q3 ’20: 11Q4 ’20: 17Q1 ’21: 42Q1 ’21Q2 ’21: 34Q3 ’21: 32Q4 ’21: 32Q1 ’22: 24Q1 ’22Q2 ’22: 23Q3 ’22: 7Q4 ’22: 3Q1 ’23: 1Q1 ’23Q2 ’23: 1Q3 ’23: 1Q4 ’23: 1Q1 ’24: 1Q1 ’24Q2 ’24: 1Q3 ’24: 3Q4 ’24: 4Q1 ’25: 2Q1 ’25Q2 ’25: 3Q3 ’25: 4Q4 ’25: 4filingsflow.com
Total reported value
Q1 ’19: $46MQ1 ’19Q2 ’19: $39MQ3 ’19: $33MQ4 ’19: $32MQ1 ’20: $19MQ1 ’20Q2 ’20: $7MQ3 ’20: $5MQ4 ’20: $7MQ1 ’21: $11MQ1 ’21Q2 ’21: $26MQ3 ’21: $3MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $1MQ3 ’22: $254,000Q4 ’22: $289Q1 ’23: $66Q1 ’23Q2 ’23: $71Q3 ’23: $53Q4 ’23: $130Q1 ’24: $102Q1 ’24Q2 ’24: $76Q3 ’24: $158Q4 ’24: $106,280Q1 ’25: $86,116Q1 ’25Q2 ’25: $87,175Q3 ’25: $129,831Q4 ’25: $74,826filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Gen-Wealth Partners Inc$317M AUM0.01%$28,35184.6KQ4 2025
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$75,66776.0KQ2 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$46,431138.6KQ4 2025
Cypress Capital Management LLC (WY)$108M AUM0.00%$2266Q4 2025
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$2266Q4 2025

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.