Future Financial Wealth Managment LLC: IRM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Future Financial Wealth Managment LLC on IRM, newest first. How the timeline and the estimate are built.
Future Financial Wealth Managment LLC held 7,649 IRM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 7,649 sharesChange vs previous 13F +3 shares
0.59% of the 13F portfolio, value $952,674.
13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,646 sharesChange vs previous 13F -410 shares
0.56% of the 13F portfolio, value $868,168.
13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,056 sharesChange vs previous 13F -343 shares
0.5% of the 13F portfolio, value $743,976.
13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,399 sharesChange vs previous 13F -21 shares
0.54% of the 13F portfolio, value $856,144.
13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,420 sharesChange vs previous 13F +4 shares
0.59% of the 13F portfolio, value $863,660.
13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,416 sharesChange vs previous 13F -1,599 shares
0.53% of the 13F portfolio, value $724,117.
13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,015 sharesChange vs previous 13F +3 shares
0.77% of the 13F portfolio, value $1,052,716.
13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,012 sharesChange vs previous 13F not available
0.85% of the 13F portfolio, value $1,189,761.
13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).