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Legacy Wealth Asset Management, LLC

Position in IRM — Iron Mountain Inc

CIK 1846151 WOODBURY, MN

Position in IRM

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$408,107
New position
Shares Held
3,231
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#713
of 1,149 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $4,323,374 across 4 REIT - Specialty names. IRM ranks #4 (9.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 IRM
Iron Mountain Inc
This page
3,231 $408,107

All Filings in IRM

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $408,107 3,231