Skip to content
Disclosery

Herold Advisors, Inc.: IRM position timeline

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

Herold Advisors, Inc. held 8,500 IRM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,500 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,074,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 8,500 shares
    Change vs previous 13F -150 shares

    0.19% of the 13F portfolio, value $868,190.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 8,650 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $717,519.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 8,650 shares
    Change vs previous 13F -108 shares

    0.2% of the 13F portfolio, value $881,781.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 8,758 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $898,347.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 8,757 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $753,484.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 8,756 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $920,411.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 8,755 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,040,475.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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