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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PSA holding history

Public Storage in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSA overviewAll 13F holders of PSAFull Q2 2026 holdings

Shares (Q2 2026)
949
Value
$302.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSA by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026949$302.1K<0.1%+687+262.2%AddedHolders
Q1 2026262$71.0K<0.1%−483−64.8%ReducedHolders
Q4 2025745$193.3K<0.1%+188+33.8%AddedHolders
Q3 2025557$160.9K<0.1%+74+15.3%AddedHolders
Q2 2025483$141.6K<0.1%+218+82.3%AddedHolders
Q1 2025265$79.4K<0.1%+6+2.3%AddedHolders
Q4 2024259$77.5K<0.1%−7−2.6%ReducedHolders
Q3 2024266$96.9K<0.1%+19+7.7%AddedHolders
Q2 2024247$71.0K<0.1%−49−16.6%ReducedHolders
Q1 2024296$82.0K<0.1%−28−8.6%ReducedHolders
Q4 2023324$98.8K<0.1%+54+20.0%AddedHolders
Q3 2023270$71.2K<0.1%−25−8.5%ReducedHolders
Q2 2023295$86.1K<0.1%−7−2.3%ReducedHolders
Q1 2023302$91.2K<0.1%+7+2.4%AddedHolders
Q4 2022295$82.7K<0.1%−27−8.4%ReducedHolders
Q3 2022322$94.0K<0.1%+52+19.3%AddedHolders
Q2 2022270$84.0K<0.1%+33+13.9%AddedHolders
Q1 2022237$92.0K<0.1%00.0%UnchangedHolders
Q4 2021237$89.0K<0.1%+75+46.3%AddedHolders
Q3 2021162$48.0K<0.1%+44+37.3%AddedHolders
Q2 2021118$35.0K<0.1%+8+7.3%AddedHolders
Q1 2021110$27.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.