MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in IRM — Iron Mountain Inc
CIK 1607355
GLASTONBURY, CT
Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,536
+$2,973 QoQ
Shares Held
123
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,050
of 1,151 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $65,326 across 3 REIT - Specialty names. IRM ranks #2 (23.8% of the industry book) .
All Filings in IRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,536 | 123 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,563 | 123 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,202 | 123 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,538 | 123 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,616 | 123 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,582 | 123 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,928 | 123 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,616 | 123 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,023 | 123 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||