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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Capital Analysts, 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)
57
Value
$7.00K
% of portfolio
<0.1%
Quarters held
6
Since Q2 2023
Holdings of IRM by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657$7.00K<0.1%+57NewHolders
Q1 20260$00.0%−76−100.0%Sold outHolders
Q4 202576$6.00K<0.1%+76NewHolders
Q1 20250$00.0%−300−100.0%Sold outHolders
Q4 2024300$32.0K<0.1%00.0%UnchangedHolders
Q3 2024300$36.0K<0.1%+300NewHolders
Q4 20230$00.0%−318−100.0%Sold outHolders
Q3 2023318$19.0K<0.1%+2+0.6%AddedHolders
Q2 2023316$18.0K<0.1%+316NewHolders