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TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

PSA holding history

Public Storage in every 13F filed by TRUE Private Wealth Advisors, 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)
712
Value
$226.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PSA by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026712$226.6K<0.1%+712NewHolders
Q1 20260$00.0%−870−100.0%Sold outHolders
Q4 2025870$225.8K<0.1%+47+5.7%AddedHolders
Q3 2025823$237.7K<0.1%+19+2.4%AddedHolders
Q2 2025804$235.9K<0.1%−196−19.6%ReducedHolders
Q1 20251,000$299.3K<0.1%00.0%UnchangedHolders
Q4 20241,000$299.4K<0.1%−6−0.6%ReducedHolders
Q3 20241,006$366.1K<0.1%+1+0.1%AddedHolders
Q2 20241,005$289.1K<0.1%+17+1.7%AddedHolders
Q1 2024988$286.6K<0.1%−1−0.1%ReducedHolders
Q4 2023989$301.6K<0.1%00.0%UnchangedHolders
Q3 2023989$260.6K<0.1%+1+0.1%AddedHolders
Q2 2023988$288.4K<0.1%−199−16.8%ReducedHolders
Q1 20231,187$358.6K0.1%00.0%UnchangedHolders
Q4 20221,187$332.6K0.1%00.0%UnchangedHolders
Q3 20221,187$347.0K0.1%00.0%UnchangedHolders
Q2 20221,187$371.0K0.1%00.0%UnchangedHolders
Q1 20221,187$421.0K0.1%00.0%UnchangedHolders
Q4 20211,187$444.0K0.1%00.0%UnchangedHolders
Q3 20211,187$352.0K0.1%00.0%UnchangedHolders
Q2 20211,187$356.0K0.1%00.0%UnchangedHolders
Q1 20211,187$293.0K<0.1%––Holders

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