Skip to main content

Twelve Points Wealth Management LLC

SEC CIK
0001877090
Latest filing
Aug 7, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Twelve Points Wealth Management 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of IRM by Twelve Points Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,404−100.0%Sold outHolders
Q4 20242,404$252.7K0.1%−748−23.7%ReducedHolders
Q3 20243,152$374.6K0.1%−39,858−92.7%ReducedHolders
Q2 202443,010$3.85M1.4%+2,429+6.0%AddedHolders
Q1 202440,581$3.25M1.2%+1,353+3.4%AddedHolders
Q4 202339,228$2.75M1.3%+466+1.2%AddedHolders
Q3 202338,762$2.30M1.1%+2,396+6.6%AddedHolders
Q2 202336,366$2.07M1.1%+3,373+10.2%AddedHolders
Q1 202332,993$1.75M1.0%+5,933+21.9%AddedHolders
Q4 202227,060$1.35M0.9%+1,167+4.5%AddedHolders
Q3 202225,893$1.14M0.9%+1,054+4.2%AddedHolders
Q2 202224,839$1.21M0.9%+3,393+15.8%AddedHolders
Q1 202221,446$1.19M0.9%+10,613+98.0%AddedHolders
Q4 202110,833$567.0K0.5%–No prior filingHolders