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Iron Mountain shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in Iron Mountain

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

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Quarterly reported holdings in Iron Mountain by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-12-31 $243k 2.3k 105.10
2024-09-30 $274k 2.3k 118.82
2024-06-30 $2.3M 233k 9.87
2023-06-30 $219k 3.9k 56.82
2023-03-31 $228k 4.3k 52.91

More positions owned by Strategic Financial Concepts

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Financial (XLF)
Tesla Motors (TSLA)

View all positions for Strategic Financial Concepts

Top funds holding Iron Mountain

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
FMR
Invesco
Dimensional Fund Advisors
Principal Financial Group
Northern Trust
Charles Schwab Investment Management
Legal & General Group
Contour Asset Management
Ubs Global Asset Management Americas
Daiwa Securities Group

View all funds holding Iron Mountain