Position in IRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$480,735
+$91,991 QoQ
Shares Held
3,806
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#675
of 1,152 holders
Holding Since
Dec 2023
11 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, 2026Ledgewood Wealth Advisors, LLC holds $480,735 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
|
3,806 | $480,735 |
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,735 | 3,806 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $388,744 | 3,806 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $315,707 | 3,806 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $387,983 | 3,806 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $390,381 | 3,806 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $327,468 | 3,806 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $400,048 | 3,806 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $452,266 | 3,806 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $341,093 | 3,806 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $305,279 | 3,806 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $266,343 | 3,806 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||