Teamwork Financial Advisors, LLC

SEC CIK: 0001629931
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

IRM holding history

Iron Mountain Inc in every 13F filed by Teamwork Financial Advisors, LLC, 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): 3,582
Value: $452.5K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of IRM by Teamwork Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,582	$452.5K	<0.1%	+2+0.1%	Added	Holders
Q1 2026	3,580	$365.7K	<0.1%	−873−19.6%	Reduced	Holders
Q4 2025	4,453	$369.4K	<0.1%	−16−0.4%	Reduced	Holders
Q3 2025	4,469	$455.6K	<0.1%	−7−0.2%	Reduced	Holders
Q2 2025	4,476	$459.1K	0.1%	+12+0.3%	Added	Holders
Q1 2025	4,464	$384.1K	0.1%	−30−0.7%	Reduced	Holders
Q4 2024	4,494	$472.4K	0.1%	−8−0.2%	Reduced	Holders
Q3 2024	4,502	$535.0K	0.1%	−202−4.3%	Reduced	Holders
Q2 2024	4,704	$421.7K	0.1%	−10.0%	Reduced	Holders
Q1 2024	4,705	$377.4K	0.1%	−36−0.8%	Reduced	Holders
Q4 2023	4,741	$331.8K	0.1%	−5,019−51.4%	Reduced	Holders
Q3 2023	9,760	$580.2K	0.1%	−196−2.0%	Reduced	Holders
Q2 2023	9,956	$565.7K	0.1%	−1,353−12.0%	Reduced	Holders
Q1 2023	11,309	$598.4K	0.1%	−1,364−10.8%	Reduced	Holders
Q4 2022	12,673	$631.8K	0.1%	+4,583+56.7%	Added	Holders
Q3 2022	8,090	$356.0K	0.1%	+1,544+23.6%	Added	Holders
Q2 2022	6,546	$319.0K	0.1%	−6,411−49.5%	Reduced	Holders
Q1 2022	12,957	$718.0K	0.1%	−15,520−54.5%	Reduced	Holders
Q4 2021	28,477	$1.49M	0.3%	−1,595−5.3%	Reduced	Holders
Q3 2021	30,072	$1.31M	0.3%	+23+0.1%	Added	Holders
Q2 2021	30,049	$1.27M	0.3%	−1,822−5.7%	Reduced	Holders
Q1 2021	31,871	$1.18M	0.3%	–	–	Holders

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