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Disclosery

First Turn Management, LLC: MIRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Turn Management, LLC on MIRM, newest first. How the timeline and the estimate are built.

First Turn Management, LLC held 218,051 MIRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,051 shares
    Change vs previous 13F -182,413 shares

    2.73% of the 13F portfolio, value $25,527,231.

    13F-HR 0001993440-26-000004 filed by First Turn Management, 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 400,464 shares
    Change vs previous 13F -81,100 shares

    4.13% of the 13F portfolio, value $36,994,864.

    13F-HR 0001993440-26-000002 filed by First Turn Management, 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 481,564 shares
    Change vs previous 13F -89,005 shares

    4.35% of the 13F portfolio, value $38,038,740.

    13F-HR 0001993440-26-000001 filed by First Turn Management, 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 570,569 shares
    Change vs previous 13F +43,029 shares

    6.28% of the 13F portfolio, value $41,828,413.

    13F-HR 0001993440-25-000004 filed by First Turn Management, 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 527,540 shares
    Change vs previous 13F +24,526 shares

    5.01% of the 13F portfolio, value $26,846,511.

    13F-HR 0001085146-25-005077 filed by First Turn Management, 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 503,014 shares
    Change vs previous 13F -3,894 shares

    4.57% of the 13F portfolio, value $22,660,781.

    13F-HR 0001085146-25-003195 filed by First Turn Management, 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 506,908 shares
    Change vs previous 13F -140,703 shares

    3.75% of the 13F portfolio, value $20,960,646.

    13F-HR 0001085146-25-001519 filed by First Turn Management, 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 647,611 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $25,256,829.

    13F-HR 0001085146-24-005432 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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