Halpern Financial »

Iron Mountain shares owned by Halpern Financial

Quarter-by-quarter ownership of Iron Mountain (IRM) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Iron Mountain

Tip: Access up to 7 years of quarterly data

All positions including Iron Mountain held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Iron Mountain by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $86k 724 119.40
2024-06-30 $77k 861 89.62
2024-03-31 $96k 1.2k 79.21
2023-12-31 $80k 1.2k 66.22

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Small Cap Etf Etf (VB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Halpern Financial

Top funds holding Iron Mountain

Vanguard Group
BlackRock
BlackRock
Cohen & Steers Capital Management
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Capital World Investors
Morgan Stanley
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Daiwa Securities Group
Northern Trust
Pictet Asset Management Holding SA
Agf Management

View all funds holding Iron Mountain