Naviter Wealth, LLC
- SEC CIK
- 0001855567
- Latest filing
- Aug 7, 2026
IRM holding history
Iron Mountain Inc in every 13F filed by Naviter Wealth, 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)
- 27,040
- Value
- $3.44M
- % of portfolio
- 0.3%
- Quarters held
- 16
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 27,040 | $3.44M | 0.3% | +5,076+23.1% | Added | Holders |
| Q1 2026 | 21,964 | $2.26M | 0.3% | +2,170+11.0% | Added | Holders |
| Q4 2025 | 19,794 | $1.66M | 0.2% | −3,211−14.0% | Reduced | Holders |
| Q3 2025 | 23,005 | $2.36M | 0.3% | +664+3.0% | Added | Holders |
| Q2 2025 | 22,341 | $2.31M | 0.3% | +1,572+7.6% | Added | Holders |
| Q1 2025 | 20,769 | $1.78M | 0.2% | +753+3.8% | Added | Holders |
| Q4 2024 | 20,016 | $2.12M | 0.3% | +2,531+14.5% | Added | Holders |
| Q3 2024 | 17,485 | $2.09M | 0.3% | −1,600−8.4% | Reduced | Holders |
| Q2 2024 | 19,085 | $1.72M | 0.3% | +673+3.7% | Added | Holders |
| Q1 2024 | 18,412 | $1.49M | 0.2% | +66+0.4% | Added | Holders |
| Q4 2023 | 18,346 | $1.30M | 0.3% | +2,928+19.0% | Added | Holders |
| Q3 2023 | 15,418 | $926.7K | 0.2% | +1,329+9.4% | Added | Holders |
| Q2 2023 | 14,089 | $809.0K | 0.2% | +1,860+15.2% | Added | Holders |
| Q1 2023 | 12,229 | $652.8K | 0.2% | +3,825+45.5% | Added | Holders |
| Q4 2022 | 8,404 | $438.3K | 0.1% | +1,251+17.5% | Added | Holders |
| Q3 2022 | 7,153 | $319.0K | 0.1% | +7,153 | New | Holders |