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FIDELIS CAPITAL PARTNERS, LLC: IRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDELIS CAPITAL PARTNERS, LLC on IRM, newest first. How the timeline and the estimate are built.

FIDELIS CAPITAL PARTNERS, LLC held 6,654 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 6,654 shares
    Change vs previous 13F +543 shares

    0.05% of the 13F portfolio, value $840,467.

    13F-HR 0001962755-26-000003 filed by FIDELIS CAPITAL PARTNERS, LLC
    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 6,111 shares
    Change vs previous 13F +560 shares

    0.04% of the 13F portfolio, value $624,178.

    13F-HR 0001962755-26-000002 filed by FIDELIS CAPITAL PARTNERS, LLC
    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 5,551 shares
    Change vs previous 13F -162 shares

    0.03% of the 13F portfolio, value $460,455.

    13F-HR 0001962755-26-000001 filed by FIDELIS CAPITAL PARTNERS, LLC
    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 5,713 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $582,383.

    13F-HR 0001962755-25-000002 filed by FIDELIS CAPITAL PARTNERS, LLC
    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 5,700 shares
    Change vs previous 13F +128 shares

    0.05% of the 13F portfolio, value $513,228.

    13F-HR 0001855205-25-000036 filed by FIDELIS CAPITAL PARTNERS, LLC
    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 5,572 shares
    Change vs previous 13F -642 shares

    0.05% of the 13F portfolio, value $488,776.

    13F-HR 0001085146-25-002502 filed by FIDELIS CAPITAL PARTNERS, LLC
    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 6,214 shares
    Change vs previous 13F +279 shares

    0.06% of the 13F portfolio, value $625,377.

    13F-HR 0001085146-25-000839 filed by FIDELIS CAPITAL PARTNERS, LLC
    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 5,935 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $745,080.

    13F-HR 0001085146-24-005161 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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