Position in IRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$539,975
+$103,327 QoQ
Shares Held
4,275
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
9.06%
of 13F equity value
Holder Rank
#641
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, 2026BCO Wealth Management LLC holds $539,975 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
|
4,275 | $539,975 |
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,975 | 4,275 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $436,648 | 4,275 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $354,611 | 4,275 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $435,793 | 4,275 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $438,486 | 4,275 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $367,821 | 4,275 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $449,345 | 4,275 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||