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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

PSA holding history

Public Storage in every 13F filed by CWM, 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 Q1 2026 holdings

Shares (Q1 2026)
16,511
Value
$4.47M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PSA by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202616,511$4.47M<0.1%−3,551−17.7%ReducedHolders
Q4 202520,062$5.21M<0.1%−36,348−64.4%ReducedHolders
Q3 202556,410$16.3M<0.1%−42,270−42.8%ReducedHolders
Q2 202598,680$29.0M0.1%+13,598+16.0%AddedHolders
Q1 202585,082$25.5M0.1%−1,612−1.9%ReducedHolders
Q4 202486,694$26.0M0.1%−3,186−3.5%ReducedHolders
Q3 202489,880$32.7M0.1%−3,046−3.3%ReducedHolders
Q2 202492,926$26.7M0.1%−896−1.0%ReducedHolders
Q1 202493,822$27.2M0.1%−4,046−4.1%ReducedHolders
Q4 202397,868$29.9M0.2%−6,859−6.5%ReducedHolders
Q3 2023104,727$27.6M0.2%−5,009−4.6%ReducedHolders
Q2 2023109,736$32.0M0.2%−6,457−5.6%ReducedHolders
Q1 2023116,193$35.1M0.2%+12,416+12.0%AddedHolders
Q4 2022103,777$29.1M0.2%+4,099+4.1%AddedHolders
Q3 202299,678$29.2M0.2%+3,330+3.5%AddedHolders
Q2 202296,348$30.1M0.2%+3,351+3.6%AddedHolders
Q1 202292,997$36.3M0.3%−988−1.1%ReducedHolders
Q4 202193,985$35.2M0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202193,384$28.1M0.2%00.0%UnchangedHolders
Q1 202193,384$28.1M0.2%––Holders

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