Skip to content
Disclosery

FormulaFolio Investments, LLC: IRM position timeline

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

FormulaFolio Investments, LLC held 89 IRM shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 89 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 89 shares
    Change vs previous 13F -84,061 shares

    <0.01% of the 13F portfolio, value $4,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 84,150 shares
    Change vs previous 13F +65,562 shares

    0.05% of the 13F portfolio, value $2,481,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 18,588 shares
    Change vs previous 13F -1,783 shares

    0.02% of the 13F portfolio, value $498,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 20,371 shares
    Change vs previous 13F -3,299 shares

    0.02% of the 13F portfolio, value $532,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 23,670 shares
    Change vs previous 13F -4,104 shares

    0.03% of the 13F portfolio, value $563,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 27,774 shares
    Change vs previous 13F +343 shares

    0.03% of the 13F portfolio, value $885,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 27,431 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $889,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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