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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IRM overviewAll 13F holders of IRMFull Q2 2026 holdings

Shares (Q2 2026)
2,969
Value
$375.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IRM by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,969$375.0K<0.1%−1,609−35.1%ReducedHolders
Q1 20264,578$467.6K<0.1%+2,811+159.1%AddedHolders
Q4 20251,767$146.6K<0.1%+124+7.5%AddedHolders
Q3 20251,643$167.5K<0.1%+285+21.0%AddedHolders
Q2 20251,358$139.3K<0.1%+424+45.4%AddedHolders
Q1 2025934$80.4K<0.1%+4+0.4%AddedHolders
Q4 2024930$97.7K<0.1%−37−3.8%ReducedHolders
Q3 2024967$114.9K<0.1%+15+1.6%AddedHolders
Q2 2024952$85.3K<0.1%+112+13.3%AddedHolders
Q1 2024840$65.8K<0.1%−15−1.8%ReducedHolders
Q4 2023855$59.8K<0.1%+22+2.6%AddedHolders
Q3 2023833$49.5K<0.1%00.0%UnchangedHolders
Q2 2023833$47.3K<0.1%−9−1.1%ReducedHolders
Q1 2023842$44.6K<0.1%−14,991−94.7%ReducedHolders
Q4 202215,833$789.3K0.1%00.0%UnchangedHolders
Q3 202215,833$696.0K0.1%−78−0.5%ReducedHolders
Q2 202215,911$775.0K0.1%+15,078+1,810.1%AddedHolders
Q1 2022833$46.0K<0.1%00.0%UnchangedHolders
Q4 2021833$44.0K<0.1%+226+37.2%AddedHolders
Q3 2021607$26.0K<0.1%00.0%UnchangedHolders
Q2 2021607$26.0K<0.1%+511+532.3%AddedHolders
Q1 202196$4.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.