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Disclosery

Somerset Trust Co: IRM position timeline

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

Somerset Trust Co held 5,428 IRM shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,428 shares
    Change vs previous 13F -247 shares

    0.19% of the 13F portfolio, value $685,611.

    13F-HR 0001597099-26-000003 filed by Somerset Trust Co
    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 5,675 shares
    Change vs previous 13F -152 shares

    0.18% of the 13F portfolio, value $579,645.

    13F-HR 0001597099-26-000002 filed by Somerset Trust Co
    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 5,827 shares
    Change vs previous 13F +42 shares

    0.15% of the 13F portfolio, value $483,350.

    13F-HR 0001597099-26-000001 filed by Somerset Trust Co
    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 5,785 shares
    Change vs previous 13F +64 shares

    0.18% of the 13F portfolio, value $589,723.

    13F-HR 0001597099-25-000006 filed by Somerset Trust Co
    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 5,721 shares
    Change vs previous 13F +220 shares

    0.19% of the 13F portfolio, value $586,803.

    13F-HR 0001597099-25-000004 filed by Somerset Trust Co
    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 5,501 shares
    Change vs previous 13F +816 shares

    0.17% of the 13F portfolio, value $473,306.

    13F-HR 0001597099-25-000003 filed by Somerset Trust Co
    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 4,685 shares
    Change vs previous 13F +1,040 shares

    0.19% of the 13F portfolio, value $492,440.

    13F-HR 0001597099-25-000001 filed by Somerset Trust Co
    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 3,645 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $433,135.

    13F-HR 0001597099-24-000006 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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