Strait & Sound Wealth Management LLC
Position in IRM — Iron Mountain Inc
CIK 1966210
SAN FRANCISCO, CA
Position in IRM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,015,279
+$184,268 QoQ
Shares Held
8,038
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#519
of 1,151 holders
Holding Since
Dec 2022
15 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, 2026Strait & Sound Wealth Management LLC holds $1,015,279 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
|
8,038 | $1,015,279 |
All Filings in IRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,015,279 | 8,038 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $831,011 | 8,136 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $674,134 | 8,127 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $970,061 | 9,516 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $984,364 | 9,597 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $792,170 | 9,207 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $958,708 | 9,121 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,083,254 | 9,116 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $841,800 | 9,393 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $882,310 | 11,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $810,648 | 11,584 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $733,434 | 12,337 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $702,863 | 12,370 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $918,887 | 17,367 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $862,654 | 17,305 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||