True Wealth Design, LLC

Position in IRM — Iron Mountain Inc

CIK 1966033 AKRON, OH

Position in IRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$143,993

+$36,849 QoQ

Shares Held

1,140

+8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#940

of 1,151 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

True Wealth Design, LLC holds $774,233 across 14 REIT - Specialty names. IRM ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	1,078	$176,328
2	EQIX	Equinix Inc	142	$148,019
3	IRM	Iron Mountain Inc This page	1,140	$143,993
4	LAMR	Lamar Advertising Co/New	833	$129,931
5	GLPI	Gaming & Leisure Properties, Inc.	1,288	$57,354
6	EPR	Epr Properties	813	$47,162
7	SBAC	Sba Communications Corp	239	$42,173
8	WY	Weyerhaeuser Co	535	$12,807

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,993	1,140	+8.7%	Shares	Sole	2026-07-16
2026-03-31	$107,144	1,049	+46.5%	Shares	Sole	2026-04-13
2025-12-31	$59,392	716	+8.5%	Shares	Sole	2026-01-08
2025-09-30	$67,280	660	+2.2%	Shares	Sole	2025-10-21
2025-06-30	$66,260	646	+2.7%	Shares	Sole	2025-08-06
2025-03-31	$54,119	629	+1.1%	Shares	Sole	2025-05-13
2024-12-31	$65,378	622	-13.5%	Shares	Sole	2025-02-14
2024-09-30	$85,438	719	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$63,988	714	+0.8%	Shares	Sole	2024-08-14
2024-03-31	$56,788	708	+1.0%	Shares	Sole	2024-05-14
2023-12-31	$49,055	701	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$41,198	693	+1.0%	Shares	Sole	2023-11-13
2023-06-30	$38,978	686	+1.2%	Shares	Sole	2023-08-14
2023-03-31	$35,872	678	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$33,399	670	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.