Patriot Financial Group Insurance Agency, LLC
InsurancePosition in IRM — Iron Mountain Inc
CIK 1694883
Westborough, MA
Position in IRM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$277,412
+$70,390 QoQ
Shares Held
2,716
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
All Filings in IRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,412 | 2,716 | Shares | Sole | 2026-04-22 | |
| 2024-03-31 | $207,022 | 2,581 | Shares | Sole | 2024-04-30 | |
| 2022-06-30 | $169,928 | 3,490 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $227,070 | 4,098 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $312,776 | 5,977 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $271,736 | 6,254 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $246,048 | 5,814 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $214,361 | 5,792 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $174,197 | 5,909 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $117,179 | 4,374 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $120,190 | 4,605 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $81,277 | 3,415 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||