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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Creative Planning, 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)
139,922
Value
$17.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IRM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026139,922$17.7M<0.1%+8,242+6.3%AddedHolders
Q1 2026131,680$13.4M<0.1%+5,591+4.4%AddedHolders
Q4 2025126,089$10.5M<0.1%+7,036+5.9%AddedHolders
Q3 2025119,053$12.1M<0.1%+4,466+3.9%AddedHolders
Q2 2025114,587$11.8M<0.1%+7,924+7.4%AddedHolders
Q1 2025106,663$9.18M<0.1%+7,332+7.4%AddedHolders
Q4 202499,331$10.4M<0.1%+426+0.4%AddedHolders
Q3 202498,905$11.8M<0.1%+2,083+2.2%AddedHolders
Q2 202496,822$8.68M<0.1%+13,583+16.3%AddedHolders
Q1 202483,239$6.68M<0.1%+23,065+38.3%AddedHolders
Q4 202360,174$4.21M<0.1%+6,341+11.8%AddedHolders
Q3 202353,833$3.20M<0.1%+30,444+130.2%AddedHolders
Q2 202323,389$1.33M<0.1%−2,163−8.5%ReducedHolders
Q1 202325,552$1.35M<0.1%+5,714+28.8%AddedHolders
Q4 202219,838$988.9K<0.1%+2,397+13.7%AddedHolders
Q3 202217,441$767.0K<0.1%+1,954+12.6%AddedHolders
Q2 202215,487$754.0K<0.1%+1,633+11.8%AddedHolders
Q1 202213,854$768.0K<0.1%+623+4.7%AddedHolders
Q4 202113,231$692.0K<0.1%+631+5.0%AddedHolders
Q3 202112,600$547.0K<0.1%−1,739−12.1%ReducedHolders
Q2 202114,339$607.0K<0.1%−5,890−29.1%ReducedHolders
Q1 202120,229$749.0K<0.1%––Holders

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