Allen Mooney & Barnes Investment Advisors LLC
Position in IRM — Iron Mountain Inc
CIK 2001461
Thomasville, GA
Position in IRM
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$279,148
+$46,971 QoQ
Shares Held
2,733
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $13,787,237 across 1 REIT - Specialty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
575,908 | $13,787,237 |
All Filings in IRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,148 | 2,733 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $232,177 | 2,799 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $275,441 | 2,702 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $276,939 | 2,700 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $232,135 | 2,698 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $272,970 | 2,597 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $308,482 | 2,596 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $374,611 | 4,180 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $435,540 | 5,430 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $410,152 | 5,861 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $366,628 | 6,167 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $283,759 | 4,994 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $290,687 | 5,494 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $273,377 | 5,484 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $262,632 | 5,973 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $290,338 | 5,963 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $329,855 | 5,953 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||