SageView Advisory Group, LLC

SEC CIK: 0001914558
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

IRM holding history

Iron Mountain Inc in every 13F filed by SageView Advisory Group, 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 (Q2 2026): 3,016
Value: $381.0K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of IRM by SageView Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,016	$381.0K	<0.1%	+3,016	New	Holders
Q1 2026	0	$0	0.0%	−1,747−100.0%	Sold out	Holders
Q4 2025	1,747	$144.9K	<0.1%	+1,747	New	Holders