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Iron Mountain shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Iron Mountain

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

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Quarterly reported holdings in Iron Mountain by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 176 126.31

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Iron Mountain

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
FMR
Morgan Stanley
Dimensional Fund Advisors
Principal Financial Group
Northern Trust
Charles Schwab Investment Management
Invesco
Legal & General Group
Deutsche Bank Aktiengesellschaft

View all funds holding Iron Mountain