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Livermore
Livermore
ZHEN

SFG Wealth Management, LLC.

SEC CIK
0001908914
Latest filing
Jul 22, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by SFG 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 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q4 2021
Holdings of IRM by SFG Wealth Management, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,063−100.0%Sold outHolders
Q4 20254,063$337.0K0.1%00.0%UnchangedHolders
Q3 20254,063$414.2K0.2%00.0%UnchangedHolders
Q2 20254,063$416.7K0.3%−259−6.0%ReducedHolders
Q1 20254,322$371.9K0.2%00.0%UnchangedHolders
Q4 20244,322$454.3K0.2%−500−10.4%ReducedHolders
Q3 20244,822$573.0K0.3%+20.0%AddedHolders
Q2 20244,820$432.0K0.2%−232−4.6%ReducedHolders
Q1 20245,052$405.2K0.2%+20.0%AddedHolders
Q4 20235,050$353.4K0.2%−797−13.6%ReducedHolders
Q3 20235,847$347.6K0.3%−214−3.5%ReducedHolders
Q2 20236,061$344.4K0.3%+30.0%AddedHolders
Q1 20236,058$320.5K0.4%−997−14.1%ReducedHolders
Q4 20227,055$351.7K0.4%−997−12.4%ReducedHolders
Q3 20228,052$354.0K0.5%+30.0%AddedHolders
Q2 20228,049$392.0K0.5%+30.0%AddedHolders
Q1 20228,046$446.0K0.4%−198−2.4%ReducedHolders
Q4 20218,244$431.0K0.4%–No prior filingHolders