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Sheaff Brock Investment Advisors, LLC: IRM position timeline

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

Sheaff Brock Investment Advisors, LLC held 111,304 IRM shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 111,304 shares
    Change vs previous 13F -855 shares

    0.88% of the 13F portfolio, value $9,576,560.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 112,159 shares
    Change vs previous 13F -5,704 shares

    1.03% of the 13F portfolio, value $11,789,030.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 117,863 shares
    Change vs previous 13F -21,172 shares

    1.23% of the 13F portfolio, value $14,005,616.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 139,035 shares
    Change vs previous 13F -14,611 shares

    1.16% of the 13F portfolio, value $12,460,323.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 153,646 shares
    Change vs previous 13F -12,843 shares

    0.98% of the 13F portfolio, value $12,323,951.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 166,489 shares
    Change vs previous 13F -4,113 shares

    1.05% of the 13F portfolio, value $11,650,905.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 170,602 shares
    Change vs previous 13F -2,950 shares

    1.02% of the 13F portfolio, value $10,142,293.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 173,552 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $9,861,225.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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