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Livermore
Livermore
ZHEN

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Herold Advisors, Inc., 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)
8,500
Value
$1.07M
% of portfolio
0.2%
Quarters held
20
Since Q3 2021
Holdings of IRM by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,500$1.07M0.2%00.0%UnchangedHolders
Q1 20268,500$868.2K0.2%−150−1.7%ReducedHolders
Q4 20258,650$717.5K0.2%00.0%UnchangedHolders
Q3 20258,650$881.8K0.2%−108−1.2%ReducedHolders
Q2 20258,758$898.3K0.2%+10.0%AddedHolders
Q1 20258,757$753.5K0.2%+10.0%AddedHolders
Q4 20248,756$920.4K0.2%+10.0%AddedHolders
Q3 20248,755$1.04M0.2%00.0%UnchangedHolders
Q2 20248,755$784.6K0.2%+10.0%AddedHolders
Q1 20248,754$702.2K0.2%+10.0%AddedHolders
Q4 20238,753$612.6K0.2%+10.0%AddedHolders
Q3 20238,752$520.3K0.2%+10.0%AddedHolders
Q2 20238,751$497.2K0.2%−499−5.4%ReducedHolders
Q1 20239,250$489.4K0.2%+100+1.1%AddedHolders
Q4 20229,150$456.1K0.2%00.0%UnchangedHolders
Q3 20229,150$402.0K0.2%00.0%UnchangedHolders
Q2 20229,150$445.0K0.2%00.0%UnchangedHolders
Q1 20229,150$507.0K0.2%+150+1.7%AddedHolders
Q4 20219,000$470.0K0.2%00.0%UnchangedHolders
Q3 20219,000$391.0K0.2%–No prior filingHolders