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Middleton & Co Inc

SEC CIK
0000919497
Latest filing
Aug 10, 2026

PSA holding history

Public Storage in every 13F filed by Middleton & Co Inc, 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)
3,005
Value
$956.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PSA by Middleton & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,005$956.5K0.1%−84−2.7%ReducedHolders
Q1 20263,089$836.7K0.1%−120−3.7%ReducedHolders
Q4 20253,209$832.7K0.1%−440−12.1%ReducedHolders
Q3 20253,649$1.05M0.1%−701−16.1%ReducedHolders
Q2 20254,350$1.28M0.1%−825−15.9%ReducedHolders
Q1 20255,175$1.55M0.2%−174−3.3%ReducedHolders
Q4 20245,349$1.60M0.2%−110−2.0%ReducedHolders
Q3 20245,459$1.99M0.2%−96−1.7%ReducedHolders
Q2 20245,555$1.60M0.2%−725−11.5%ReducedHolders
Q1 20246,280$1.82M0.2%+160+2.6%AddedHolders
Q4 20236,120$1.87M0.2%+125+2.1%AddedHolders
Q3 20235,995$1.58M0.2%+320+5.6%AddedHolders
Q2 20235,675$1.66M0.2%−300−5.0%ReducedHolders
Q1 20235,975$1.81M0.3%00.0%UnchangedHolders
Q4 20225,975$1.67M0.2%+5,975NewHolders
Q3 20220$00.0%−5,715−100.0%Sold outHolders
Q2 20225,715$1.79M0.2%−175−3.0%ReducedHolders
Q1 20225,890$2.30M0.2%−670−10.2%ReducedHolders
Q4 20216,560$2.46M0.2%+120+1.9%AddedHolders
Q3 20216,440$1.91M0.2%−290−4.3%ReducedHolders
Q2 20216,730$2.02M0.2%+20+0.3%AddedHolders
Q1 20216,710$1.66M0.2%––Holders

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