Mowery & Schoenfeld Wealth Management, LLC
Position in IRM — Iron Mountain Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in IRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,189
+$1,185 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,088
of 1,151 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $59,315 across 4 REIT - Specialty names. IRM ranks #4 (10.4% of the industry book) .
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,189 | 49 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,004 | 49 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,064 | 49 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,995 | 49 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,025 | 49 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,215 | 49 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,886 | 56 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||