CBIZ Investment Advisory Services, LLC
Position in IRM — Iron Mountain Inc
CIK 1795934
INDEPENDENCE, OH
Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,905
+$556 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,110
of 1,152 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $16,215 across 5 REIT - Specialty names. IRM ranks #2 (17.9% of the industry book) .
All Filings in IRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,905 | 23 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,349 | 23 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,977 | 60 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,116 | 60 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,795 | 37 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,462 | 17 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||