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Putney Financial Group LLC

SEC CIK
0002056907
Latest filing
Jul 21, 2026

IRM holding history

Iron Mountain Inc in every 13F filed by Putney Financial Group 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 (Q2 2026)
3,609
Value
$455.9K
% of portfolio
0.4%
Quarters held
7
Since Q4 2024
Holdings of IRM by Putney Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,609$455.9K0.4%−50−1.4%ReducedHolders
Q1 20263,659$373.7K0.4%−420−10.3%ReducedHolders
Q4 20254,079$338.4K0.3%−280−6.4%ReducedHolders
Q3 20254,359$444.4K0.4%−286−6.2%ReducedHolders
Q2 20254,645$476.4K0.5%−86−1.8%ReducedHolders
Q1 20254,731$407.1K0.4%−193−3.9%ReducedHolders
Q4 20244,924$517.6K0.5%–No prior filingHolders