RETIREMENT INCOME SOLUTIONS, INC
PensionPosition in IRM — Iron Mountain Inc
CIK 1730386
ANN ARBOR, MI
Position in IRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$423,138
+$80,969 QoQ
Shares Held
3,350
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#705
of 1,152 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026RETIREMENT INCOME SOLUTIONS, INC holds $423,138 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
|
3,350 | $423,138 |
All Filings in IRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,138 | 3,350 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $342,169 | 3,350 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $277,882 | 3,350 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $341,499 | 3,350 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $343,609 | 3,350 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $288,234 | 3,350 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $352,118 | 3,350 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $398,080 | 3,350 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $300,227 | 3,350 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $268,703 | 3,350 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $234,433 | 3,350 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $237,800 | 4,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $227,280 | 4,000 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $211,640 | 4,000 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||