Iron Mountain Incorporated
DE ˙ DB ˙ US46284V1017
111,85 € ↑2,30 (2,10%)
2026-06-05
DEL PRIS
SecurityDE:I5M / Iron Mountain Incorporated
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership1,229 shares
Latest Disclosed Value $ 125,531
Toth Financial Advisory Corp ownership in I5M / Iron Mountain Incorporated

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 1,229 shares of Iron Mountain Incorporated (DE:I5M) valued at $109,111 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,229 shares of Iron Mountain Incorporated. This represents a change in shares of 0.00% during the quarter. The current value of the position is $137,464 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F IRON MTN INC DEL COM 46284V101 1,229 0 0.00 126 23.76 0.0138
2026-01-20 2025-12-31 13F IRON MTN INC DEL COM 46284V101 1,229 0 0.00 102 -19.20 0.0111
2025-10-09 2025-09-30 13F IRON MTN INC DEL COM 46284V101 1,229 0 0.00 125 -0.79 0.0135
2025-07-14 2025-06-30 13F IRON MTN INC DEL COM 46284V101 1,229 -50 -3.91 126 14.55 0.0147
2025-04-14 2025-03-31 13F IRON MTN INC DEL COM 46284V101 1,279 -75 -5.54 110 -22.54 0.0132
2025-01-21 2024-12-31 13F IRON MTN INC DEL COM 46284V101 1,354 0 0.00 142 -11.25 0.0167
2024-10-21 2024-09-30 13F IRON MTN INC DEL COM 46284V101 1,354 -343 -20.21 161 5.26 0.0190
2024-07-16 2024-06-30 13F IRON MTN INC DEL COM 46284V101 1,697 -884 -34.25 152 -26.21 0.0193
2024-04-16 2024-03-31 13F IRON MTN INC DEL COM 46284V101 2,581 -381 -12.86 207 -0.48 0.0259
2024-01-26 2023-12-31 13F IRON MTN INC DEL COM 46284V101 2,962 -781 -20.87 207 -6.76 0.0281
2023-10-12 2023-09-30 13F IRON MTN INC DEL COM 46284V101 3,743 -210 -5.31 223 -0.89 0.0339
2023-07-24 2023-06-30 13F IRON MTN INC DEL COM 46284V101 3,953 0 0.00 225 7.18 0.0325
2023-04-24 2023-03-31 13F IRON MTN INC DEL COM 46284V101 3,953 0 0.00 209 6.09 0.0326
2023-01-24 2022-12-31 13F IRON MTN INC DEL COM 46284V101 3,953 0 0.00 197 13.22 0.0320
2022-10-14 2022-09-30 13F IRON MTN INC DEL COM 46284V101 3,953 -700 -15.04 174 -23.35 0.0315
2022-07-25 2022-06-30 13F IRON MTN INC COM 46284V101 4,653 0 0.00 227 -12.02 0.0396
2022-04-26 2022-03-31 13F IRON MTN INC COM 46284V101 4,653 -459 -8.98 258 -3.73 0.0386
2022-01-31 2021-12-31 13F IRON MTN INC COM 46284V101 5,112 37 0.73 268 21.27 0.0365
2021-10-20 2021-09-30 13F IRON MTN INC COM 46284V101 5,075 37 0.73 221 3.76 0.0336
2021-07-26 2021-06-30 13F IRON MTN INC COM 46284V101 5,038 72 1.45 213 15.76 0.0325
2021-04-20 2021-03-31 13F IRON MTN INC COM 46284V101 4,966 1,510 43.69 184 80.39 0.0294
2021-01-25 2020-12-31 13F IRON MTN INC COM 46284V101 3,456 -1,460 -29.70 102 -22.73 0.0175
2020-10-16 2020-09-30 13F IRON MTN INC COM 46284V101 4,916 428 9.54 132 12.82 0.0253
2020-07-14 2020-06-30 13F IRON MTN INC COM 46284V101 4,488 -7,456 -62.42 117 -58.80 0.0253
2020-04-20 2020-03-31 13F IRON MTN INC COM 46284V101 11,944 10,547 754.97 284 531.11 0.0820
2020-01-27 2019-12-31 13F IRON MTN INC COM 46284V101 1,397 18 1.31 45 0.00 0.0091
2019-10-15 2019-09-30 13F IRON MTN INC COM 46284V101 1,379 1,279 1,279.00 45 1,400.00 0.0099
2019-07-17 2019-06-30 13F IRON MTN INC COM 46284V101 100 100 3 0.0007
2018-07-23 2018-06-30 13F IRON MTN INC COM 46284V101 0 -583 -100.00 0 -100.00
2018-04-25 2018-03-31 13F IRON MTN INC COM 46284V101 583 0 0.00 19 -13.64 0.0046
2018-02-06 2017-12-31 13F IRON MTN INC COM 46284V101 583 583 22 0.0052
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.