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Disclosery

RM Financial Services, LLC: IRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RM Financial Services, LLC on IRT, newest first. How the timeline and the estimate are built.

RM Financial Services, LLC held 64,225 IRT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,225 shares
    Change vs previous 13F -5,049 shares

    0.8% of the 13F portfolio, value $1,071,915.

    13F-HR 0001172661-26-003032 filed by RM Financial Services, 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 69,274 shares
    Change vs previous 13F -41,449 shares

    0.89% of the 13F portfolio, value $1,031,490.

    13F-HR 0001172661-26-001913 filed by RM Financial Services, 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 110,723 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,935,438.

    13F-HR 0001172661-26-000621 filed by RM Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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