Iron Mountain shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Iron Mountain (IRM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Iron Mountain
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Quarterly reported holdings in Iron Mountain by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 2.2k | 101.94 |
| 2025-06-30 | $228k | 2.2k | 102.57 |
| 2025-03-31 | $191k | 2.2k | 86.04 |
| 2024-12-31 | $234k | 2.2k | 105.11 |
| 2024-09-30 | $264k | 2.2k | 118.83 |
| 2024-06-30 | $45k | 500 | 89.62 |
| 2024-03-31 | $40k | 500 | 80.21 |
| 2023-12-31 | $35k | 500 | 69.98 |