Core Wealth Partners LLC
- SEC CIK
- 0001965078
- Latest filing
- Jul 17, 2026
IRM holding history
Iron Mountain Inc in every 13F filed by Core Wealth Partners 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
- 6
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −3,127−100.0% | Sold out | Holders |
| Q4 2024 | 3,127 | $328.6K | 0.2% | −790−20.2% | Reduced | Holders |
| Q3 2024 | 3,917 | $465.4K | 0.3% | +12+0.3% | Added | Holders |
| Q2 2024 | 3,905 | $350.0K | 0.2% | +13+0.3% | Added | Holders |
| Q1 2024 | 3,892 | $312.2K | 0.2% | +96+2.5% | Added | Holders |
| Q4 2023 | 3,796 | $265.7K | 0.2% | +287+8.2% | Added | Holders |
| Q3 2023 | 3,509 | $208.6K | 0.2% | +3,509 | New | Holders |