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Cetera Trust Company, N.A: IRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Trust Company, N.A on IRM, newest first. How the timeline and the estimate are built.

Cetera Trust Company, N.A held 3,285 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,285 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $414,928.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,285 shares
    Change vs previous 13F -300 shares

    0.19% of the 13F portfolio, value $335,530.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,585 shares
    Change vs previous 13F -75 shares

    0.16% of the 13F portfolio, value $297,376.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,660 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $373,100.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,660 shares
    Change vs previous 13F +35 shares

    0.22% of the 13F portfolio, value $375,406.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,625 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $311,895.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,625 shares
    Change vs previous 13F -225 shares

    0.25% of the 13F portfolio, value $381,024.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,850 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $457,496.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).