Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$293,039
New position
Shares Held
2,320
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#811
of 1,152 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MBL Wealth, LLC holds $553,606 across 2 REIT - Specialty names. IRM ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
2,320 | $293,039 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,593 | $260,567 |
All Filings in IRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,039 | 2,320 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||