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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Sigma Planning Corp, 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)
2,468
Value
$311.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IRM by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,468$311.8K<0.1%−206−7.7%ReducedHolders
Q1 20262,674$273.5K<0.1%−931−25.8%ReducedHolders
Q4 20253,605$299.4K<0.1%+193+5.7%AddedHolders
Q3 20253,412$348.0K<0.1%−417−10.9%ReducedHolders
Q2 20253,829$392.9K<0.1%−311−7.5%ReducedHolders
Q1 20254,140$356.3K<0.1%+868+26.5%AddedHolders
Q4 20243,272$343.9K<0.1%−1,329−28.9%ReducedHolders
Q3 20244,601$546.8K<0.1%−736−13.8%ReducedHolders
Q2 20245,337$478.3K<0.1%−1,285−19.4%ReducedHolders
Q1 20246,622$531.2K<0.1%+2,813+73.9%AddedHolders
Q4 20233,809$266.6K<0.1%−3,667−49.1%ReducedHolders
Q3 20237,476$444.5K<0.1%−979−11.6%ReducedHolders
Q2 20238,455$480.5K<0.1%−5,989−41.5%ReducedHolders
Q1 202314,444$764.3K<0.1%+53+0.4%AddedHolders
Q4 202214,391$717.4K<0.1%+2,324+19.3%AddedHolders
Q3 202212,067$531.0K<0.1%+164+1.4%AddedHolders
Q2 202211,903$580.0K<0.1%−702−5.6%ReducedHolders
Q1 202212,605$698.0K<0.1%−136−1.1%ReducedHolders
Q4 202112,741$667.0K<0.1%−135−1.0%ReducedHolders
Q3 202112,876$559.0K<0.1%−5,240−28.9%ReducedHolders
Q2 202118,116$767.0K<0.1%−1,920−9.6%ReducedHolders
Q1 202120,036$742.0K<0.1%––Holders

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