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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Wealthspire Advisors, 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)
3,233
Value
$408.4K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2021
Holdings of IRM by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,233$408.4K<0.1%−1,051−24.5%ReducedHolders
Q1 20264,284$437.6K<0.1%+4,284NewHolders
Q4 20250$00.0%−824−100.0%Sold outHolders
Q3 2025824$84.0K<0.1%+824NewHolders
Q4 20240$00.0%−1,728−100.0%Sold outHolders
Q3 20241,728$205.3K<0.1%+1,728NewHolders
Q1 20240$00.0%−4,925−100.0%Sold outHolders
Q4 20234,925$344.6K<0.1%+117+2.4%AddedHolders
Q3 20234,808$285.8K<0.1%+4,808NewHolders
Q1 20220$00.0%−4,375−100.0%Sold outHolders
Q4 20214,375$229.0K<0.1%+4,375NewHolders