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Livermore
Livermore
ZHEN

Valued Retirements, Inc.

SEC CIK
0002044874
Latest filing
Aug 13, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Valued Retirements, 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)
5,190
Value
$655.5K
% of portfolio
0.6%
Quarters held
11
Since Q4 2023
Holdings of IRM by Valued Retirements, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,190$655.5K0.6%00.0%UnchangedHolders
Q1 20265,190$530.1K0.5%00.0%UnchangedHolders
Q4 20255,190$430.5K0.4%00.0%UnchangedHolders
Q3 20255,190$532.3K0.6%00.0%UnchangedHolders
Q2 20255,190$532.3K0.6%00.0%UnchangedHolders
Q1 20255,190$446.5K0.6%00.0%UnchangedHolders
Q4 20245,190$545.5K0.7%−8−0.2%ReducedHolders
Q3 20245,198$617.7K0.9%00.0%UnchangedHolders
Q2 20245,198$465.8K0.7%00.0%UnchangedHolders
Q1 20245,198$416.9K0.7%00.0%UnchangedHolders
Q4 20235,198$363.8K0.6%–No prior filingHolders