ATWOOD & PALMER INC

Position in IRM — Iron Mountain Inc

CIK 1044929 KANSAS CITY, MO

Position in IRM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,198,302

+$230,424 QoQ

Shares Held

9,487

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#489

of 1,152 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

ATWOOD & PALMER INC holds $1,225,964 across 3 REIT - Specialty names. IRM ranks #1 (97.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc This page	9,487	$1,198,302
2	AMT	American Tower Corp /Ma/	150	$24,535
3	EQIX	Equinix Inc	3	$3,127

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,198,302	9,487	+0.1%	Shares	Sole	2026-07-08
2026-03-31	$967,878	9,476	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$785,038	9,464	+0.1%	Shares	Sole	2026-01-28
2025-09-30	$963,740	9,454	+0.1%	Shares	Sole	2025-10-15
2025-06-30	$968,773	9,445	+14.5%	Shares	Sole	2025-07-08
2025-03-31	$709,830	8,250	0.0%	Shares	Sole	2025-04-15
2024-12-31	$867,157	8,250	0.0%	Shares	Sole	2025-01-16
2024-09-30	$980,347	8,250	0.0%	Shares	Sole	2024-10-07
2024-06-30	$739,365	8,250	0.0%	Shares	Sole	2024-07-10
2024-03-31	$661,732	8,250	0.0%	Shares	Sole	2024-04-10
2023-12-31	$577,335	8,250	0.0%	Shares	Sole	2024-01-12
2023-09-30	$490,462	8,250	0.0%	Shares	Sole	2023-10-20
2023-06-30	$468,765	8,250	0.0%	Shares	Sole	2023-07-18
2023-03-31	$436,507	8,250	0.0%	Shares	Sole	2023-04-21
2022-12-31	$411,262	8,250	0.0%	Shares	Sole	2023-01-31
2022-09-30	$362,752	8,250	0.0%	Shares	Sole	2022-10-12
2022-06-30	$401,692	8,250	-1.0%	Shares	Sole	2022-07-21
2022-03-31	$461,565	8,330	0.0%	Shares	Sole	2022-04-29
2021-12-31	$435,908	8,330	0.0%	Shares	Sole	2022-01-24
2021-06-30	$352,525	8,330	0.0%	Shares	Sole	2021-07-26
2021-03-31	$308,293	8,330	+1.0%	Shares	Sole	2021-04-26
2020-12-31	$243,210	8,250	0.0%	Shares	Sole	2021-02-04
2020-09-30	$221,017	8,250	0.0%	Shares	Sole	2020-10-28
2020-06-30	$215,325	8,250	0.0%	Shares	Sole	2020-07-24
2020-03-31	$196,350	8,250	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.