Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$517,492
+$101,476 QoQ
Shares Held
4,097
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#656
of 1,151 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Alliance Wealth Advisors, LLC /UT holds $517,492 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
|
4,097 | $517,492 |
All Filings in IRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,492 | 4,097 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $416,016 | 4,073 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $338,933 | 4,086 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $417,546 | 4,096 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||