Kozak & Associates, Inc.

Position in IRM — Iron Mountain Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in IRM

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$126,310

+$24,170 QoQ

Shares Held

1,000

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#944

of 1,152 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Kozak & Associates, Inc. holds $126,800 across 2 REIT - Specialty names. IRM ranks #1 (99.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	1,000	$126,310
2	AMT	American Tower Corp /Ma/	3	$490

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,310	1,000	0.0%	Shares	Sole	2026-07-02
2026-03-31	$102,140	1,000	0.0%	Shares	Sole	2026-04-14
2025-12-31	$82,950	1,000	0.0%	Shares	Sole	2026-01-12
2025-09-30	$101,940	1,000	0.0%	Shares	Sole	2025-11-18
2025-06-30	$102,570	1,000	+99900.0%	Shares	Sole	2025-07-10
2024-09-30	$118	1	-99.4%	Shares	Sole	2024-10-17
2024-06-30	$14,787	165	0.0%	Shares	Sole	2024-07-05
2024-03-31	$13,234	165	+1.2%	Shares	Sole	2024-05-17
2023-12-31	$11,406	163	+0.6%	Shares	Sole	2024-01-17
2023-09-30	$9,630	162	+2.5%	Shares	Sole	2023-10-17
2023-06-30	$8,977	158	+1.3%	Shares	Sole	2023-07-05
2023-03-31	$8,253	156	+1.3%	Shares	Sole	2023-04-03
2022-12-31	$7,676	154	0.0%	Shares	Sole	2023-01-03
2022-09-30	$6,771	154	+2.7%	Shares	Sole	2022-10-12
2022-06-30	$7,303	150	+0.7%	Shares	Sole	2022-10-12
2022-03-31	$8,256	149	0.0%	Shares	Sole	2022-05-26
2021-12-31	$7,797	149	+1.4%	Shares	Sole	2022-03-11
2021-09-30	$6,387	147	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.