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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

PSA holding history

Public Storage in every 13F filed by Wealthspire 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)
2,717
Value
$864.8K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of PSA by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,717$864.8K<0.1%−676−19.9%ReducedHolders
Q1 20263,393$919.1K<0.1%−476−12.3%ReducedHolders
Q4 20253,869$1.00M<0.1%+914+30.9%AddedHolders
Q3 20252,955$853.6K<0.1%−243−7.6%ReducedHolders
Q2 20253,198$938.4K<0.1%+1,752+121.2%AddedHolders
Q1 20251,446$432.8K<0.1%+585+67.9%AddedHolders
Q4 2024861$257.8K<0.1%−177−17.1%ReducedHolders
Q3 20241,038$377.7K<0.1%−78−7.0%ReducedHolders
Q2 20241,116$321.0K<0.1%+220+24.6%AddedHolders
Q1 2024896$259.9K<0.1%−104−10.4%ReducedHolders
Q4 20231,000$305.0K<0.1%+1,000NewHolders
Q2 20210$00.0%−1,383−100.0%Sold outHolders
Q1 20211,383$341.0K<0.1%––Holders

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