Disciplined Equity Management, Inc.

Position in IRM — Iron Mountain Inc

CIK 1909380 NEPTUNE BEACH, FL

Position in IRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$515,976

+$98,735 QoQ

Shares Held

4,085

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#657

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

Disciplined Equity Management, Inc. holds $515,976 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	4,085	$515,976

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,976	4,085	0.0%	Shares	Sole	2026-07-29
2026-03-31	$417,241	4,085	0.0%	Shares	Sole	2026-04-28
2025-12-31	$338,850	4,085	0.0%	Shares	Sole	2026-01-14
2025-09-30	$416,424	4,085	0.0%	Shares	Sole	2025-10-22
2025-06-30	$418,998	4,085	0.0%	Shares	Sole	2025-07-28
2025-03-31	$351,473	4,085	0.0%	Shares	Sole	2025-04-14
2024-12-31	$429,374	4,085	0.0%	Shares	Sole	2025-01-21
2024-09-30	$485,420	4,085	0.0%	Shares	Sole	2024-10-11
2024-06-30	$366,097	4,085	0.0%	Shares	Sole	2024-08-14
2024-03-31	$327,657	4,085	-89.8%	Shares	Sole	2024-05-03
2023-12-31	$2,803,048	40,055	-1.4%	Shares	Sole	2024-02-02
2023-09-30	$2,413,967	40,605	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,307,176	40,605	-0.4%	Shares	Sole	2023-08-14
2023-03-31	$2,156,876	40,765	+0.1%	Shares	Sole	2023-04-28
2022-12-31	$2,029,642	40,715	0.0%	Shares	Sole	2023-01-13
2022-09-30	$1,790,238	40,715	-13.7%	Shares	Sole	2022-10-14
2022-06-30	$2,296,463	47,165	+0.7%	Shares	Sole	2022-08-05
2022-03-31	$2,595,127	46,835	-5.5%	Shares	Sole	2022-04-27
2021-12-31	$2,592,166	49,535	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.