Ullmann Wealth Partners Group, LLC

Position in IRM — Iron Mountain Inc

CIK 1697725 JACKSONVILLE BEACH, FL

Position in IRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,179,988

+$215,889 QoQ

Shares Held

9,342

-1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#493

of 1,152 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Ullmann Wealth Partners Group, LLC holds $1,179,988 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	9,342	$1,179,988

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,179,988	9,342	-1.0%	Shares	Sole	2026-08-10
2026-03-31	$964,099	9,439	+0.9%	Shares	Sole	2026-04-13
2025-12-31	$776,080	9,356	+0.6%	Shares	Sole	2026-02-12
2025-09-30	$947,940	9,299	+0.6%	Shares	Sole	2025-10-17
2025-06-30	$947,746	9,240	+0.8%	Shares	Sole	2025-07-11
2025-03-31	$788,900	9,169	+0.5%	Shares	Sole	2025-04-11
2024-12-31	$958,498	9,119	+0.5%	Shares	Sole	2025-01-15
2024-09-30	$1,078,382	9,075	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$808,730	9,024	+0.7%	Shares	Sole	2024-08-08
2024-03-31	$719,082	8,965	+6.9%	Shares	Sole	2024-05-10
2023-12-31	$586,642	8,383	+1.0%	Shares	Sole	2024-01-11
2023-09-30	$493,553	8,302	+17.3%	Shares	Sole	2023-10-13
2023-06-30	$402,058	7,076	+1.2%	Shares	Sole	2023-07-14
2023-03-31	$370,052	6,994	+1.2%	Shares	Sole	2023-04-11
2022-12-31	$344,363	6,908	+1.4%	Shares	Sole	2023-01-19
2022-09-30	$299,567	6,813	+2.2%	Shares	Sole	2022-10-12
2022-06-30	$324,567	6,666	0.0%	Shares	Sole	2022-07-13
2021-12-31	$348,831	6,666	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.