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WealthTrust Axiom LLC: IRM position timeline

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

WealthTrust Axiom LLC held 39,223 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,223 shares
    Change vs previous 13F -161 shares

    1.11% of the 13F portfolio, value $4,954,245.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 39,384 shares
    Change vs previous 13F +37 shares

    0.99% of the 13F portfolio, value $4,022,671.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 39,347 shares
    Change vs previous 13F -3,011 shares

    0.84% of the 13F portfolio, value $3,263,819.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 42,358 shares
    Change vs previous 13F -291 shares

    1.16% of the 13F portfolio, value $4,317,979.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 42,649 shares
    Change vs previous 13F -2,568 shares

    1.29% of the 13F portfolio, value $4,374,510.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 45,217 shares
    Change vs previous 13F -1,062 shares

    1.18% of the 13F portfolio, value $3,890,451.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 46,279 shares
    Change vs previous 13F -2,142 shares

    1.45% of the 13F portfolio, value $4,864,395.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 48,421 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $5,753,921.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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