West Wealth Group, LLC IRM — IRON MTN INC NEW COM

Ownership history in West Wealth Group, LLC  ·  16 quarters on record

AI Ownership Summary

West Wealth Group, LLC reported IRON MTN INC NEW COM (IRM) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.19% in 2024 Q3. The latest visible filing shows IRM at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Wealth Group, LLC's position in IRON MTN INC NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IRM was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IRM stock page West Wealth Group, LLC fund profile West Wealth Group, LLC full holdings
How West Wealth Group, LLC held IRM — position size vs. price
% of Fund (quarterly)    IRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 5,850 +299 +5.4% 0.10% $485K 2026-02-14 (Est.) $108.94
2025 Q3 ADDED — — — 5,551 +51 +0.9% 0.13% $587K 2025-10-27 $104.50
2025 Q2 UNCHANGED — — — 5,500 — 0% 0.12% $495K 2025-08-13 $91.49
2025 Q1 ADDED — — — 5,500 +500 +10.0% 0.14% $478K 2025-05-05 $93.88
2024 Q4 UNCHANGED — — — 5,000 — 0% 0.16% $526K 2025-01-22 $105.29
2024 Q3 UNCHANGED — — — 5,000 — 0% 0.19% $594K 2024-10-23 $119.42
2024 Q2 UNCHANGED — — — 5,000 — 0% 0.16% $448K 2024-08-01 $103.57
2024 Q1 UNCHANGED — — — 5,000 — 0% 0.15% $401K 2024-05-08 $73.24
2023 Q4 UNCHANGED — — — 5,000 — 0% 0.14% $350K 2024-01-18 $61.38
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IRM

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 4.75% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 3.88% Werlinich Asset Management, LLC 2.58% Pensionfund PDN 3Y 7Y 2.51% Pensionfund Sabic 3Y 7Y 2.5% ADELL HARRIMAN & CARPENTER INC 3Y 7Y 1.97% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.67% Sippican Capital Advisors 3Y 7Y 1.59% HOURGLASS CAPITAL, LLC 3Y 7Y 1.48% Sage Capital Management, LLC 1.28%

FAQ About West Wealth Group, LLC and IRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Wealth Group, LLC reported owning IRM?

West Wealth Group, LLC reported IRM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IRM position in West Wealth Group, LLC's portfolio?

The largest reported portfolio weight for IRM was 0.19% in 2024 Q3.

What is the latest reported IRM position on this page?

The most recent filing on this page is 2025 Q4, when West Wealth Group, LLC reported 5,850 shares, equal to 0.10% of portfolio, with an estimated market value of $485K.

What does the chart on this IRM ownership page compare?

The chart compares West Wealth Group, LLC's quarterly IRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did West Wealth Group, LLC time their IRM position?

Based on 13F filing dates vs. subsequent IRM price moves, West Wealth Group, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on IRM relative to SPY over the holding period was +8.0%.

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