TRUE Private Wealth Advisors

Position in IRM — Iron Mountain Inc

CIK 1667074 Salem, OR

Position in IRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$344,194

+$65,863 QoQ

Shares Held

2,725

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#768

of 1,151 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $659,100 across 2 REIT - Specialty names. IRM ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	2,725	$344,194
2	WY	Weyerhaeuser Co	13,154	$314,906

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,194	2,725	0.0%	Shares	Sole	2026-07-23
2026-03-31	$278,331	2,725	-3.1%	Shares	Sole	2026-05-15
2025-12-31	$233,338	2,813	-5.8%	Shares	Sole	2026-02-13
2025-09-30	$304,494	2,987	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$305,248	2,976	+3.7%	Shares	Sole	2025-08-11
2025-03-31	$246,848	2,869	-18.8%	Shares	Sole	2025-05-15
2024-12-31	$371,248	3,532	0.0%	Shares	Sole	2025-02-13
2024-09-30	$419,707	3,532	-16.1%	Shares	Sole	2024-11-14
2024-06-30	$377,210	4,209	-2.5%	Shares	Sole	2024-07-16
2024-03-31	$346,426	4,319	-0.1%	Shares	Sole	2024-04-25
2023-12-31	$302,453	4,322	-0.0%	Shares	Sole	2024-01-30
2023-09-30	$257,061	4,324	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$245,405	4,319	0.0%	Shares	Sole	2023-08-11
2023-03-31	$228,518	4,319	-59.1%	Shares	Sole	2023-05-11
2022-12-31	$526,665	10,565	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$464,411	10,562	+0.0%	Shares	Sole	2022-11-04
2022-06-30	$514,166	10,560	-0.9%	Shares	Sole	2022-07-28
2022-03-31	$590,615	10,659	-6.3%	Shares	Sole	2022-05-09
2021-12-31	$594,992	11,370	+0.0%	Shares	Sole	2022-02-11
2021-09-30	$493,939	11,368	-85.9%	Shares	Sole	2021-11-05
2021-06-30	$3,407,944	80,528	-17.7%	Shares	Sole	2021-08-10
2021-03-31	$3,622,464	97,878	+3.2%	Shares	Sole	2021-05-12
2020-12-31	$2,795,411	94,824	-1.9%	Shares	Sole	2021-01-11
2020-09-30	$2,590,753	96,706	+3.7%	Shares	Sole	2020-10-09
2020-06-30	$2,433,485	93,237	+0.7%	Shares	Sole	2020-07-07
2020-03-31	$2,203,665	92,591	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.