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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by XML Financial, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of IRM by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,791−100.0%Sold outHolders
Q1 20242,791$223.9K<0.1%−277−9.0%ReducedHolders
Q4 20233,068$214.7K<0.1%+3,068NewHolders
Q3 20230$00.0%−4,468−100.0%Sold outHolders
Q2 20234,468$253.9K<0.1%+41+0.9%AddedHolders
Q1 20234,427$234.2K<0.1%+43+1.0%AddedHolders
Q4 20224,384$218.5K<0.1%+4,384NewHolders
Q3 20220$00.0%−4,294−100.0%Sold outHolders
Q2 20224,294$209.0K<0.1%−169−3.8%ReducedHolders
Q1 20224,463$247.0K<0.1%−803−15.2%ReducedHolders
Q4 20215,266$276.0K<0.1%+57+1.1%AddedHolders
Q3 20215,209$226.0K<0.1%+65+1.3%AddedHolders
Q2 20215,144$218.0K<0.1%−1,865−26.6%ReducedHolders
Q1 20217,009$259.0K0.1%––Holders

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