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Livermore
Livermore
ZHEN

Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Crown Wealth 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)
2,995
Value
$378.3K
% of portfolio
0.1%
Quarters held
17
Since Q1 2022
Holdings of IRM by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,995$378.3K0.1%+47+1.6%AddedHolders
Q1 20262,948$301.1K0.1%−113−3.7%ReducedHolders
Q4 20253,061$253.9K0.1%−728−19.2%ReducedHolders
Q3 20253,789$386.3K0.1%+11+0.3%AddedHolders
Q2 20253,778$387.5K0.1%−19−0.5%ReducedHolders
Q1 20253,797$326.7K0.2%+39+1.0%AddedHolders
Q4 20243,758$395.0K0.2%+12+0.3%AddedHolders
Q3 20243,746$445.1K0.2%−615−14.1%ReducedHolders
Q2 20244,361$390.8K0.2%−182−4.0%ReducedHolders
Q1 20244,543$364.4K0.2%+153+3.5%AddedHolders
Q4 20234,390$307.2K0.2%+240+5.8%AddedHolders
Q3 20234,150$246.7K0.2%00.0%UnchangedHolders
Q2 20234,150$235.8K0.2%00.0%UnchangedHolders
Q1 20234,150$219.6K0.2%00.0%UnchangedHolders
Q4 20224,150$206.9K0.2%+4,150NewHolders
Q3 20220$00.0%−5,150−100.0%Sold outHolders
Q2 20225,150$251.0K0.2%00.0%UnchangedHolders
Q1 20225,150$285.0K0.2%+5,150NewHolders