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Disclosery

One Capital Management, LLC: IRM position timeline

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

One Capital Management, LLC held 30,034 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,034 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $3,067,692.

    13F-HR 0001606588-26-000004 filed by One Capital Management, 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 30,034 shares
    Change vs previous 13F -471 shares

    0.08% of the 13F portfolio, value $3,067,692.

    13F-HR 0001606588-26-000003 filed by One Capital Management, 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 30,505 shares
    Change vs previous 13F -1,152 shares

    0.08% of the 13F portfolio, value $2,530,433.

    13F-HR 0001606588-26-000002 filed by One Capital Management, 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 31,657 shares
    Change vs previous 13F -906 shares

    0.1% of the 13F portfolio, value $3,227,197.

    13F-HR 0001606588-25-000009 filed by One Capital Management, 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 32,563 shares
    Change vs previous 13F -1,175 shares

    0.12% of the 13F portfolio, value $3,340,083.

    13F-HR 0001606588-25-000005 filed by One Capital Management, 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 33,738 shares
    Change vs previous 13F -16,656 shares

    0.1% of the 13F portfolio, value $2,902,848.

    13F-HR 0001606588-25-000004 filed by One Capital Management, 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 50,394 shares
    Change vs previous 13F -9,085 shares

    0.18% of the 13F portfolio, value $5,296,913.

    13F-HR 0001606588-25-000001 filed by One Capital Management, 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 59,479 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,067,889.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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