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Focus Partners Wealth: IRM position timeline

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

Focus Partners Wealth held 218,134 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,134 shares
    Change vs previous 13F +3,887 shares

    0.03% of the 13F portfolio, value $27,587,237.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 211,460 shares
    • Focus Partners Advisor Solutions, LLC: 6,674 shares

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

  2. period ended2026-03-31
    13F 214,247 shares
    Change vs previous 13F -3,668 shares

    0.02% of the 13F portfolio, value $21,917,703.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 207,531 shares
    • Focus Partners Advisor Solutions, LLC: 6,716 shares

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

  3. period ended2025-12-31
    13F 217,915 shares
    Change vs previous 13F +88,319 shares

    0.02% of the 13F portfolio, value $18,295,860.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 129,596 shares
    Change vs previous 13F +1,748 shares

    0.02% of the 13F portfolio, value $13,242,139.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 127,848 shares
    Change vs previous 13F -21,689 shares

    0.03% of the 13F portfolio, value $13,143,671.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 149,537 shares
    Change vs previous 13F +27,252 shares

    0.03% of the 13F portfolio, value $12,895,430.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 122,285 shares
    Change vs previous 13F +89,232 shares

    0.03% of the 13F portfolio, value $12,880,851.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 33,053 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,927,706.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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