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HighPoint Advisor Group LLC: IRM position timeline

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

HighPoint Advisor Group LLC held 7,654 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,654 shares
    Change vs previous 13F +865 shares

    0.03% of the 13F portfolio, value $966,794.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 6,789 shares
    Change vs previous 13F -15,613 shares

    0.03% of the 13F portfolio, value $693,455.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 22,402 shares
    Change vs previous 13F +5,979 shares

    0.04% of the 13F portfolio, value $1,858,247.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group 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 16,423 shares
    Change vs previous 13F +695 shares

    0.08% of the 13F portfolio, value $1,674,138.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group 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 15,728 shares
    Change vs previous 13F +52 shares

    0.09% of the 13F portfolio, value $1,613,234.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group 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 15,676 shares
    Change vs previous 13F -2,064 shares

    0.08% of the 13F portfolio, value $1,383,742.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group 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 17,740 shares
    Change vs previous 13F -787 shares

    0.1% of the 13F portfolio, value $1,884,141.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group 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 18,527 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,244,704.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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