Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
PSA holding history
Public Storage in every 13F filed by Summit Financial, 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)
- 3,769
- Value
- $1.20M
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,769 | $1.20M | <0.1% | +35+0.9% | Added | Holders |
| Q1 2026 | 3,734 | $1.01M | <0.1% | +2,198+143.1% | Added | Holders |
| Q4 2025 | 1,536 | $398.5K | <0.1% | −76−4.7% | Reduced | Holders |
| Q3 2025 | 1,612 | $465.6K | <0.1% | −22−1.3% | Reduced | Holders |
| Q2 2025 | 1,634 | $479.4K | <0.1% | −123−7.0% | Reduced | Holders |
| Q1 2025 | 1,757 | $525.7K | <0.1% | +112+6.8% | Added | Holders |
| Q4 2024 | 1,645 | $492.5K | <0.1% | −65−3.8% | Reduced | Holders |
| Q3 2024 | 1,710 | $622.4K | <0.1% | +121+7.6% | Added | Holders |
| Q2 2024 | 1,589 | $457.1K | <0.1% | +393+32.9% | Added | Holders |
| Q1 2024 | 1,196 | $347.0K | <0.1% | +111+10.2% | Added | Holders |
| Q4 2023 | 1,085 | $330.9K | <0.1% | −72−6.2% | Reduced | Holders |
| Q3 2023 | 1,157 | $304.9K | <0.1% | +1,157 | New | Holders |