Burney Co

SEC CIK: 0000940445
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

IRM holding history

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

IRM overview All 13F holders of IRM Full Q2 2026 holdings

Shares (Q2 2026): 27,160
Value: $3.43M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of IRM by Burney Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,160	$3.43M	0.1%	−2,908−9.7%	Reduced	Holders
Q1 2026	30,068	$3.07M	0.1%	−16,579−35.5%	Reduced	Holders
Q4 2025	46,647	$3.87M	0.1%	−2,956−6.0%	Reduced	Holders
Q3 2025	49,603	$5.06M	0.2%	−17,206−25.8%	Reduced	Holders
Q2 2025	66,809	$6.85M	0.2%	−85,339−56.1%	Reduced	Holders
Q1 2025	152,148	$13.1M	0.5%	−2,127−1.4%	Reduced	Holders
Q4 2024	154,275	$16.2M	0.6%	+406+0.3%	Added	Holders
Q3 2024	153,869	$18.3M	0.7%	−600.0%	Reduced	Holders
Q2 2024	153,929	$13.8M	0.5%	−12,973−7.8%	Reduced	Holders
Q1 2024	166,902	$13.4M	0.5%	+72,777+77.3%	Added	Holders
Q4 2023	94,125	$6.59M	0.3%	+36,795+64.2%	Added	Holders
Q3 2023	57,330	$3.41M	0.2%	−306−0.5%	Reduced	Holders
Q2 2023	57,636	$3.27M	0.2%	−16,730−22.5%	Reduced	Holders
Q1 2023	74,366	$3.93M	0.2%	−2,434−3.2%	Reduced	Holders
Q4 2022	76,800	$3.83M	0.2%	−19,834−20.5%	Reduced	Holders
Q3 2022	96,634	$4.25M	0.2%	+56+0.1%	Added	Holders
Q2 2022	96,578	$4.70M	0.2%	+2,101+2.2%	Added	Holders
Q1 2022	94,477	$5.24M	0.2%	+5,519+6.2%	Added	Holders
Q4 2021	88,958	$4.66M	0.2%	+5,646+6.8%	Added	Holders
Q3 2021	83,312	$3.62M	0.2%	+12,867+18.3%	Added	Holders
Q2 2021	70,445	$2.98M	0.1%	+19,876+39.3%	Added	Holders
Q1 2021	50,569	$1.87M	0.1%	–	–	Holders

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