Skip to main content

West Oak Capital, LLC

SEC CIK
0001387399
Latest filing
Oct 3, 2025

PSA holding history

Public Storage in every 13F filed by West Oak Capital, 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 Q3 2025 holdings

Shares (Q3 2025)
1,042
Value
$301.0K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of PSA by West Oak Capital, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,042$301.0K0.1%−60−5.4%ReducedHolders
Q2 20251,102$323.3K0.1%−70−6.0%ReducedHolders
Q1 20251,172$350.8K0.1%+10+0.9%AddedHolders
Q4 20241,162$347.9K0.1%00.0%UnchangedHolders
Q3 20241,162$422.8K0.1%+210+22.1%AddedHolders
Q2 2024952$273.8K0.1%00.0%UnchangedHolders
Q1 2024952$276.0K0.1%00.0%UnchangedHolders
Q4 2023952$281.0K0.1%−95−9.1%ReducedHolders
Q3 20231,047$276.0K0.1%00.0%UnchangedHolders
Q2 20231,047$305.6K0.1%00.0%UnchangedHolders
Q1 20231,047$316.3K0.2%00.0%UnchangedHolders
Q4 20221,047$293.0K0.2%00.0%UnchangedHolders
Q3 20221,047$307.0K0.2%−82−7.3%ReducedHolders
Q2 20221,129$353.0K0.2%+14+1.3%AddedHolders
Q1 20221,115$435.0K0.2%00.0%UnchangedHolders
Q4 20211,115$418.0K0.2%00.0%UnchangedHolders
Q3 20211,115$331.0K0.1%−40−3.5%ReducedHolders
Q2 20211,155$347.0K0.1%00.0%UnchangedHolders
Q1 20211,155$285.0K0.1%––Holders

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