Three Magnolias Financial Advisors, LLC
Position in IRM — Iron Mountain Inc
CIK 2056795
WINSTON-SALEM, NC
Position in IRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$454,716
+$87,012 QoQ
Shares Held
3,600
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#689
of 1,151 holders
Holding Since
Dec 2024
7 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, 2026Three Magnolias Financial Advisors, LLC holds $454,716 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
|
3,600 | $454,716 |
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,716 | 3,600 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $367,704 | 3,600 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $298,620 | 3,600 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $366,984 | 3,600 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $369,252 | 3,600 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $309,744 | 3,600 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $378,396 | 3,600 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||