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Independent Advisor Alliance: IRM position timeline

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

Independent Advisor Alliance held 25,745 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 25,745 shares
    Change vs previous 13F -42 shares

    0.08% of the 13F portfolio, value $3,251,845.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 25,787 shares
    Change vs previous 13F -980 shares

    0.03% of the 13F portfolio, value $2,633,902.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 26,767 shares
    Change vs previous 13F +61 shares

    0.05% of the 13F portfolio, value $2,220,340.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 26,706 shares
    Change vs previous 13F -426 shares

    0.07% of the 13F portfolio, value $2,722,434.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 27,132 shares
    Change vs previous 13F -543 shares

    0.08% of the 13F portfolio, value $2,782,927.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 27,675 shares
    Change vs previous 13F -11,635 shares

    0.08% of the 13F portfolio, value $2,381,192.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 39,310 shares
    Change vs previous 13F -539 shares

    0.05% of the 13F portfolio, value $4,131,925.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 39,849 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,735,251.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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