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HOLDERNESS INVESTMENTS CO: IRM position timeline

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

HOLDERNESS INVESTMENTS CO held 40,621 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,621 shares
    Change vs previous 13F +282 shares

    0.86% of the 13F portfolio, value $5,130,839.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    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 40,339 shares
    Change vs previous 13F -385 shares

    0.83% of the 13F portfolio, value $4,120,225.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    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 40,724 shares
    Change vs previous 13F -692 shares

    0.69% of the 13F portfolio, value $3,378,056.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    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 41,416 shares
    Change vs previous 13F -412 shares

    0.86% of the 13F portfolio, value $4,221,947.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    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 41,828 shares
    Change vs previous 13F -225 shares

    0.92% of the 13F portfolio, value $4,290,298.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    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 42,053 shares
    Change vs previous 13F -44 shares

    0.84% of the 13F portfolio, value $3,618,240.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    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 42,097 shares
    Change vs previous 13F -911 shares

    0.98% of the 13F portfolio, value $4,424,816.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    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 43,008 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $5,110,641.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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