Edge Wealth Management LLC

SEC CIK: 0001567163
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

PSA holding history

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

PSA overview All 13F holders of PSA Full Q2 2026 holdings

Shares (Q2 2026): 44,196
Value: $14.1M
% of portfolio: 2.4%
Quarters held: 22; Since Q1 2021

Holdings of PSA by Edge Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	44,196	$14.1M	2.4%	+67+0.2%	Added	Holders
Q1 2026	44,129	$12.0M	2.0%	−130.0%	Reduced	Holders
Q4 2025	44,142	$11.5M	2.0%	−528−1.2%	Reduced	Holders
Q3 2025	44,670	$12.9M	2.3%	−45−0.1%	Reduced	Holders
Q2 2025	44,715	$13.1M	2.5%	−281−0.6%	Reduced	Holders
Q1 2025	44,996	$13.5M	2.7%	+765+1.7%	Added	Holders
Q4 2024	44,231	$13.2M	2.7%	−585−1.3%	Reduced	Holders
Q3 2024	44,816	$16.3M	3.3%	−495−1.1%	Reduced	Holders
Q2 2024	45,311	$13.0M	2.7%	−1,122−2.4%	Reduced	Holders
Q1 2024	46,433	$13.5M	2.8%	+134+0.3%	Added	Holders
Q4 2023	46,299	$14.1M	3.1%	−288−0.6%	Reduced	Holders
Q3 2023	46,587	$12.3M	2.9%	−496−1.1%	Reduced	Holders
Q2 2023	47,083	$13.7M	3.0%	+1,558+3.4%	Added	Holders
Q1 2023	45,525	$13.7M	3.1%	−731−1.6%	Reduced	Holders
Q4 2022	46,256	$12.9M	3.0%	−5,966−11.4%	Reduced	Holders
Q3 2022	52,222	$15.3M	3.4%	+706+1.4%	Added	Holders
Q2 2022	51,516	$16.1M	3.5%	+8,571+20.0%	Added	Holders
Q1 2022	42,945	$16.8M	3.3%	+363+0.9%	Added	Holders
Q4 2021	42,582	$15.9M	2.9%	+540+1.3%	Added	Holders
Q3 2021	42,042	$12.5M	2.4%	+2,342+5.9%	Added	Holders
Q2 2021	39,700	$11.9M	2.4%	+50+0.1%	Added	Holders
Q1 2021	39,650	$9.78M	2.1%	–	–	Holders

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