Iron Mountain Incorporated
MX ˙ BMV ˙ US46284V1017
SecurityMX:IRM1 / Iron Mountain Incorporated
InstitutionTCG Advisory Services, LLC
Latest Disclosed Ownership5,230 shares
Latest Disclosed Value $ 534,192
TCG Advisory Services, LLC reports 19.20% decrease in ownership of IRM1 / Iron Mountain Incorporated

On May 15, 2026 - TCG Advisory Services, LLC filed a 13F-HR form disclosing ownership of 5,230 shares of Iron Mountain Incorporated (MX:IRM1) valued at $534,192 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,473 shares of Iron Mountain Incorporated. This represents a change in shares of -19.20% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F IRON MTN INC DEL COM 46284V101 5,230 -1,243 -19.20 534 -0.37 0.0128
2026-02-17 2025-12-31 13F IRON MTN INC DEL COM 46284V101 6,473 -5,292 -44.98 537 -55.30 0.0139
2025-11-12 2025-09-30 13F IRON MTN INC DEL COM 46284V101 11,765 195 1.69 1,199 1.10 0.0399
2025-08-14 2025-06-30 13F IRON MTN INC DEL COM 46284V101 11,570 900 8.43 1,187 29.19 0.0396
2025-05-15 2025-03-31 13F IRON MTN INC DEL COM 46284V101 10,670 60 0.57 918 -17.67 0.0364
2025-02-11 2024-12-31 13F IRON MTN INC DEL COM 46284V101 10,610 2 0.02 1,115 -11.51 0.0467
2024-11-14 2024-09-30 13F IRON MTN INC DEL COM 46284V101 10,608 204 1.96 1,261 35.19 0.0550
2024-08-09 2024-06-30 13F IRON MTN INC DEL COM 46284V101 10,404 301 2.98 932 15.06 0.0353
2024-05-10 2024-03-31 13F IRON MTN INC DEL COM 46284V101 10,103 74 0.74 810 15.55 0.0442
2024-02-06 2023-12-31 13F IRON MTN INC DEL COM 46284V101 10,029 -88 -0.87 702 16.64 0.0479
2023-11-14 2023-09-30 13F IRON MTN INC DEL COM 46284V101 10,117 1,801 21.66 601 27.33 0.0908
2023-08-14 2023-06-30 13F IRON MTN INC DEL COM 46284V101 8,316 8,316 473 0.0784
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.