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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

PSA holding history

Public Storage in every 13F filed by Segment 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 overviewAll 13F holders of PSAFull Q2 2026 holdings

Shares (Q2 2026)
4,123
Value
$1.31M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PSA by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,123$1.31M0.1%+412+11.1%AddedHolders
Q1 20263,711$1.01M0.1%+81+2.2%AddedHolders
Q4 20253,630$942.0K0.1%+13+0.4%AddedHolders
Q3 20253,617$1.04M0.1%−1,702−32.0%ReducedHolders
Q2 20255,319$1.56M0.1%+340+6.8%AddedHolders
Q1 20254,979$1.49M0.1%−44−0.9%ReducedHolders
Q4 20245,023$1.50M0.1%−320−6.0%ReducedHolders
Q3 20245,343$1.94M0.1%+2,315+76.5%AddedHolders
Q2 20243,028$871.0K0.1%+170+5.9%AddedHolders
Q1 20242,858$829.0K0.1%−46−1.6%ReducedHolders
Q4 20232,904$885.7K0.1%00.0%UnchangedHolders
Q3 20232,904$765.3K0.1%−154−5.0%ReducedHolders
Q2 20233,058$892.6K0.1%00.0%UnchangedHolders
Q1 20233,058$923.9K0.1%−85−2.7%ReducedHolders
Q4 20223,143$880.6K0.1%+250+8.6%AddedHolders
Q3 20222,893$847.0K0.1%00.0%UnchangedHolders
Q2 20222,893$905.0K0.1%00.0%UnchangedHolders
Q1 20222,893$1.13M0.1%−20−0.7%ReducedHolders
Q4 20212,913$1.09M0.1%+63+2.2%AddedHolders
Q3 20212,850$847.0K0.1%00.0%UnchangedHolders
Q2 20212,850$857.0K0.1%00.0%UnchangedHolders
Q1 20212,850$703.0K0.1%––Holders

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