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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

PSA holding history

Public Storage in every 13F filed by Mutual 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)
2,317
Value
$737.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSA by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,317$737.6K<0.1%−125−5.1%ReducedHolders
Q1 20262,442$661.5K<0.1%+287+13.3%AddedHolders
Q4 20252,155$559.1K<0.1%−576−21.1%ReducedHolders
Q3 20252,731$836.6K<0.1%−495−15.3%ReducedHolders
Q2 20253,226$928.4K<0.1%−259−7.4%ReducedHolders
Q1 20253,485$1.01M<0.1%−686−16.4%ReducedHolders
Q4 20244,171$1.24M<0.1%−156−3.6%ReducedHolders
Q3 20244,327$1.46M<0.1%−222−4.9%ReducedHolders
Q2 20244,549$1.38M<0.1%+623+15.9%AddedHolders
Q1 20243,926$1.14M<0.1%+1,663+73.5%AddedHolders
Q4 20232,263$690.3K<0.1%−27−1.2%ReducedHolders
Q3 20232,290$603.4K<0.1%−152−6.2%ReducedHolders
Q2 20232,442$712.8K<0.1%−96−3.8%ReducedHolders
Q1 20232,538$766.9K<0.1%+65+2.6%AddedHolders
Q4 20222,473$692.9K<0.1%−461−15.7%ReducedHolders
Q3 20222,934$859.0K<0.1%+1,138+63.4%AddedHolders
Q2 20221,796$562.0K<0.1%+199+12.5%AddedHolders
Q1 20221,597$623.0K<0.1%−118−6.9%ReducedHolders
Q4 20211,715$642.0K<0.1%+141+9.0%AddedHolders
Q3 20211,574$468.0K<0.1%00.0%UnchangedHolders
Q2 20211,574$473.0K<0.1%−8−0.5%ReducedHolders
Q1 20211,582$390.0K<0.1%––Holders

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