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Livermore
Livermore
ZHEN

Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Measured Wealth Private Client Group, 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)
4,366
Value
$551.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IRM by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,366$551.5K0.1%00.0%UnchangedHolders
Q1 20264,366$445.9K0.1%−2,159−33.1%ReducedHolders
Q4 20256,525$541.2K0.1%−1,307−16.7%ReducedHolders
Q3 20257,832$798.4K0.2%−411−5.0%ReducedHolders
Q2 20258,243$845.5K0.3%−290−3.4%ReducedHolders
Q1 20258,533$734.2K0.2%−815−8.7%ReducedHolders
Q4 20249,348$982.6K0.3%−309−3.2%ReducedHolders
Q3 20249,657$1.15M0.4%−864−8.2%ReducedHolders
Q2 202410,521$942.9K0.3%−1,087−9.4%ReducedHolders
Q1 202411,608$931.1K0.3%00.0%UnchangedHolders
Q4 202311,608$812.3K0.3%00.0%UnchangedHolders
Q3 202311,608$690.1K0.3%−267−2.2%ReducedHolders
Q2 202311,875$674.7K0.3%−3,789−24.2%ReducedHolders
Q1 202315,664$828.8K0.3%00.0%UnchangedHolders
Q4 202215,664$780.9K0.3%−1,473−8.6%ReducedHolders
Q3 202217,137$754.0K0.3%−563−3.2%ReducedHolders
Q2 202217,700$862.0K0.4%−2,188−11.0%ReducedHolders
Q1 202219,888$1.10M0.4%−1,894−8.7%ReducedHolders
Q4 202121,782$1.14M0.4%−1,639−7.0%ReducedHolders
Q3 202123,421$1.02M0.4%−31,918−57.7%ReducedHolders
Q2 202155,339$2.34M0.7%+2,342+4.4%AddedHolders
Q1 202152,997$1.96M0.7%––Holders

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