Lee Financial Co
- SEC CIK
- 0001391166
- Latest filing
- Jul 22, 2026
IRM holding history
Iron Mountain Inc in every 13F filed by Lee Financial Co, 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)
- 6,960
- Value
- $879.1K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,960 | $879.1K | 0.1% | +6,960 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −565−100.0% | Sold out | Holders |
| Q2 2022 | 565 | $28.0K | <0.1% | +30+5.6% | Added | Holders |
| Q1 2022 | 535 | $30.0K | <0.1% | +35+7.0% | Added | Holders |
| Q4 2021 | 500 | $26.0K | <0.1% | −150−23.1% | Reduced | Holders |
| Q3 2021 | 650 | $28.0K | <0.1% | +500+333.3% | Added | Holders |
| Q2 2021 | 150 | $6.00K | <0.1% | +150 | New | Holders |