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Mutual Advisors, LLC: IRM position timeline

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

Mutual Advisors, LLC held 128,782 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,782 shares
    Change vs previous 13F -273 shares

    0.31% of the 13F portfolio, value $16,266,434.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 129,055 shares
    Change vs previous 13F +6,222 shares

    0.28% of the 13F portfolio, value $13,181,661.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 122,833 shares
    Change vs previous 13F +197 shares

    0.22% of the 13F portfolio, value $10,188,967.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 122,636 shares
    Change vs previous 13F -9,820 shares

    0.28% of the 13F portfolio, value $12,745,588.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 132,456 shares
    Change vs previous 13F +2,013 shares

    0.33% of the 13F portfolio, value $13,158,186.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 130,443 shares
    Change vs previous 13F +9,598 shares

    0.33% of the 13F portfolio, value $11,442,428.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 120,845 shares
    Change vs previous 13F -2,978 shares

    0.39% of the 13F portfolio, value $13,323,109.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 123,823 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $15,598,015.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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