Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,319,055
+$234,227 QoQ
Shares Held
10,443
-1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#472
of 1,157 holders
Holding Since
Sep 2020
24 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, 2026Beacon Financial Advisory LLC holds $1,319,055 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
|
10,443 | $1,319,055 |
All Filings in IRM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,319,055 | 10,443 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,084,828 | 10,621 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $874,541 | 10,543 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,410,441 | 13,836 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,462,853 | 14,262 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,236,997 | 14,377 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,520,311 | 14,464 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,732,897 | 14,583 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,333,724 | 14,882 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,172,750 | 14,621 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,064,465 | 15,211 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $902,748 | 15,185 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $853,379 | 15,019 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $790,739 | 14,945 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $744,260 | 14,930 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $685,536 | 15,591 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $760,489 | 15,619 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $860,406 | 15,528 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $827,232 | 15,808 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $687,379 | 15,820 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $648,765 | 15,330 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $519,472 | 14,036 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $365,787 | 12,408 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $332,758 | 12,421 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||