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Livermore
Livermore
ZHEN

Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Ellevest, Inc., 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)
3,204
Value
$401.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of IRM by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,204$401.7K<0.1%−393−10.9%ReducedHolders
Q1 20263,597$367.4K0.1%−653−15.4%ReducedHolders
Q4 20254,250$352.5K<0.1%−1,587−27.2%ReducedHolders
Q3 20255,837$595.0K0.1%−679−10.4%ReducedHolders
Q2 20256,516$668.3K0.1%−292−4.3%ReducedHolders
Q1 20256,808$585.8K<0.1%−283−4.0%ReducedHolders
Q4 20247,091$745.3K<0.1%+89+1.3%AddedHolders
Q3 20247,002$832.0K<0.1%+525+8.1%AddedHolders
Q2 20246,477$580.5K<0.1%+561+9.5%AddedHolders
Q1 20245,916$474.5K<0.1%+696+13.3%AddedHolders
Q4 20235,220$365.3K<0.1%+322+6.6%AddedHolders
Q3 20234,898$291.2K<0.1%+4,898NewHolders
Q2 20230$00.0%−4,239−100.0%Sold outHolders
Q1 20234,239$224.3K<0.1%+528+14.2%AddedHolders
Q4 20223,711$185.0K<0.1%−232−5.9%ReducedHolders
Q3 20223,943$173.0K<0.1%+625+18.8%AddedHolders
Q2 20223,318$162.0K<0.1%+2,018+155.2%AddedHolders
Q1 20221,300$72.0K<0.1%+662+103.8%AddedHolders
Q4 2021638$33.0K<0.1%+252+65.3%AddedHolders
Q3 2021386$17.0K<0.1%+31+8.7%AddedHolders
Q2 2021355$15.0K<0.1%+100+39.2%AddedHolders
Q1 2021255$9.00K<0.1%––Holders

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