Widmann Financial Services, Inc.

Position in IRM — Iron Mountain Inc

CIK 1906640 BOWIE, MD

Position in IRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,506,246

+$267,799 QoQ

Shares Held

11,925

-1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#443

of 1,152 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Widmann Financial Services, Inc. holds $1,506,246 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	11,925	$1,506,246

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,506,246	11,925	-1.6%	Shares	Sole	2026-08-14
2026-03-31	$1,238,447	12,125	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$1,004,524	12,110	0.0%	Shares	Sole	2026-02-18
2025-09-30	$1,234,493	12,110	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$1,250,738	12,194	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,049,171	12,194	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,281,711	12,194	-8.8%	Shares	Sole	2025-02-14
2024-09-30	$1,588,044	13,364	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$1,206,643	13,464	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,079,947	13,464	-1.8%	Shares	Sole	2024-05-14
2023-12-31	$959,355	13,709	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$825,701	13,889	0.0%	Shares	Sole	2023-11-06
2023-06-30	$789,172	13,889	+1.7%	Shares	Sole	2023-08-04
2023-03-31	$722,697	13,659	-1.4%	Shares	Sole	2023-05-09
2022-12-31	$690,871	13,859	+2.3%	Shares	Sole	2023-02-06
2022-09-30	$595,969	13,554	-1.5%	Shares	Sole	2022-11-14
2022-06-30	$669,974	13,760	+0.7%	Shares	Sole	2022-08-01
2022-03-31	$757,399	13,669	+7.9%	Shares	Sole	2022-05-04
2021-12-31	$663,230	12,674	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.