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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

PSA holding history

Public Storage in every 13F filed by Wetherby Asset Management 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 Q3 2025 holdings

Shares (Q3 2025)
3,135
Value
$905.5K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of PSA by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20253,135$905.5K<0.1%−75−2.3%ReducedHolders
Q2 20253,210$941.9K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20243,232$967.8K<0.1%−182−5.3%ReducedHolders
Q3 20243,414$1.24M0.1%+18+0.5%AddedHolders
Q2 20243,396$976.9K<0.1%−161−4.5%ReducedHolders
Q1 20243,557$1.03M<0.1%+3+0.1%AddedHolders
Q4 20233,554$1.08M0.1%+252+7.6%AddedHolders
Q3 20233,302$870.1K<0.1%−136−4.0%ReducedHolders
Q2 20233,438$1.00M0.1%+403+13.3%AddedHolders
Q1 20233,035$917.0K0.1%+122+4.2%AddedHolders
Q4 20222,913$816.2K0.1%−303−9.4%ReducedHolders
Q3 20223,216$942.0K0.1%+388+13.7%AddedHolders
Q2 20222,828$884.0K0.1%−292−9.4%ReducedHolders
Q1 20223,120$1.22M0.1%+301+10.7%AddedHolders
Q4 20212,819$1.06M0.1%+102+3.8%AddedHolders
Q3 20212,717$807.0K0.1%+10.0%AddedHolders
Q2 20212,716$817.0K0.1%+617+29.4%AddedHolders
Q1 20212,099$518.0K<0.1%––Holders

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