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Sonora Investment Management Group, LLC: IRM position timeline

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

Sonora Investment Management Group, LLC held 87,250 IRM shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 87,250 shares
    Change vs previous 13F -2,250 shares

    0.63% of the 13F portfolio, value $8,894,265.

    13F-HR 0001725547-25-004090 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 89,500 shares
    Change vs previous 13F +13,207 shares

    0.68% of the 13F portfolio, value $9,180,015.

    13F-HR 0001725547-25-003449 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 76,293 shares
    Change vs previous 13F -1,875 shares

    0.52% of the 13F portfolio, value $6,564,250.

    13F-HR 0001725547-25-001410 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 78,168 shares
    Change vs previous 13F -3,839 shares

    0.63% of the 13F portfolio, value $8,216,239.

    13F-HR 0001725547-25-000171 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 82,007 shares
    Change vs previous 13F -2,852 shares

    0.72% of the 13F portfolio, value $9,744,919.

    13F-HR 0001725547-24-005912 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 84,859 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $6,806,541.

    13F-HR 0001725547-24-003165 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 84,859 shares
    Change vs previous 13F -570 shares

    0.53% of the 13F portfolio, value $6,806,541.

    13F-HR 0001725547-24-002130 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 85,429 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,978,322.

    13F-HR 0001725547-24-000526 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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