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Livermore
Livermore
ZHEN

Merit Financial Group, LLC

SEC CIK
0001621225
Latest filing
Jul 20, 2026

PSA holding history

Public Storage in every 13F filed by Merit Financial Group, 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)
6,056
Value
$1.93M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSA by Merit Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,056$1.93M<0.1%+264+4.6%AddedHolders
Q1 20265,792$1.57M<0.1%−277−4.6%ReducedHolders
Q4 20256,069$1.58M<0.1%−4,230−41.1%ReducedHolders
Q3 202510,299$2.98M<0.1%−2,847−21.7%ReducedHolders
Q2 202513,146$3.86M<0.1%+5,722+77.1%AddedHolders
Q1 20257,424$2.22M<0.1%−943−11.3%ReducedHolders
Q4 20248,367$2.51M<0.1%+4,272+104.3%AddedHolders
Q3 20244,095$1.49M<0.1%−3,382−45.2%ReducedHolders
Q2 20247,477$2.15M<0.1%+2,774+59.0%AddedHolders
Q1 20244,703$1.25M<0.1%+408+9.5%AddedHolders
Q4 20234,295$1.31M<0.1%+94+2.2%AddedHolders
Q3 20234,201$1.11M<0.1%+28+0.7%AddedHolders
Q2 20234,173$1.22M<0.1%+40+1.0%AddedHolders
Q1 20234,133$1.25M<0.1%00.0%UnchangedHolders
Q4 20224,133$1.16M<0.1%+70+1.7%AddedHolders
Q3 20224,063$1.19M0.1%+67+1.7%AddedHolders
Q2 20223,996$1.25M<0.1%+11+0.3%AddedHolders
Q1 20223,985$1.55M0.1%+6+0.2%AddedHolders
Q4 20213,979$1.49M0.1%+70+1.8%AddedHolders
Q3 20213,909$1.16M0.1%+3+0.1%AddedHolders
Q2 20213,906$1.18M0.1%+168+4.5%AddedHolders
Q1 20213,738$922.0K0.1%––Holders

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