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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

PSA holding history

Public Storage in every 13F filed by GWM Advisors 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)
15,493
Value
$4.93M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PSA by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,493$4.93M<0.1%+494+3.3%AddedHolders
Q1 202614,999$4.06M<0.1%−2,453−14.1%ReducedHolders
Q4 202517,452$4.53M<0.1%−1,174−6.3%ReducedHolders
Q3 202518,626$5.38M<0.1%−7,523−28.8%ReducedHolders
Q2 202526,149$7.67M<0.1%−124,981−82.7%ReducedHolders
Q1 2025151,130$45.2M0.3%+8,888+6.2%AddedHolders
Q4 2024142,242$42.6M0.3%+4,397+3.2%AddedHolders
Q3 2024137,845$50.2M0.3%+922+0.7%AddedHolders
Q2 2024136,923$39.4M0.3%+15,459+12.7%AddedHolders
Q1 2024121,464$35.2M0.3%+11,681+10.6%AddedHolders
Q4 2023109,783$33.3M0.3%−2,707−2.4%ReducedHolders
Q3 2023112,490$29.6M0.3%+4,502+4.2%AddedHolders
Q2 2023107,988$31.5M0.4%−1,293−1.2%ReducedHolders
Q1 2023109,281$33.0M0.4%+13,065+13.6%AddedHolders
Q4 202296,216$4.26M0.1%+93,531+3,483.5%AddedHolders
Q3 20222,685$786.0K<0.1%−224−7.7%ReducedHolders
Q2 20222,909$910.0K<0.1%+2,909NewHolders
Q1 20220$00.0%−4,543−100.0%Sold outHolders
Q4 20214,543$1.70M<0.1%−915−16.8%ReducedHolders
Q3 20215,458$1.62M<0.1%+1,217+28.7%AddedHolders
Q2 20214,241$1.28M<0.1%+3,051+256.4%AddedHolders
Q1 20211,190$294.0K<0.1%––Holders

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