Roberts Wealth Advisors, LLC

SEC CIK: 0001885319
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

IRM holding history

Iron Mountain Inc in every 13F filed by Roberts Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IRM overview All 13F holders of IRM Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of IRM by Roberts Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−40,424−100.0%	Sold out	Holders
Q4 2021	40,424	$2.12M	0.8%	−1,788−4.2%	Reduced	Holders
Q3 2021	42,212	$1.83M	0.7%	–	No prior filing	Holders