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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Arkadios Wealth Advisors, 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)
6,615
Value
$835.5K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of IRM by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,615$835.5K<0.1%−771−10.4%ReducedHolders
Q1 20267,386$754.4K<0.1%−362−4.7%ReducedHolders
Q4 20257,748$642.7K<0.1%+4,471+136.4%AddedHolders
Q3 20253,277$334.1K<0.1%+1,239+60.8%AddedHolders
Q2 20252,038$209.1K<0.1%+2,038NewHolders
Q4 20240$00.0%−2,812−100.0%Sold outHolders
Q3 20242,812$334.2K<0.1%+158+6.0%AddedHolders
Q2 20242,654$237.9K<0.1%+2,654NewHolders
Q4 20210$00.0%−25,534−100.0%Sold outHolders
Q3 202125,534$1.11M0.2%−5,539−17.8%ReducedHolders
Q2 202131,073$1.31M0.2%−3,280−9.5%ReducedHolders
Q1 202134,353$1.27M0.2%––Holders

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