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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

PSA holding history

Public Storage in every 13F filed by Secure Asset Management, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of PSA by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−582−100.0%Sold outHolders
Q3 2024582$211.6K<0.1%+582NewHolders
Q3 20230$00.0%−692−100.0%Sold outHolders
Q2 2023692$202.1K0.1%+7+1.0%AddedHolders
Q1 2023685$207.0K0.1%−159−18.8%ReducedHolders
Q4 2022844$236.5K0.1%−244−22.4%ReducedHolders
Q3 20221,088$319.0K0.2%−43−3.8%ReducedHolders
Q2 20221,131$354.0K0.2%+57+5.3%AddedHolders
Q1 20221,074$419.0K0.2%+6+0.6%AddedHolders
Q4 20211,068$400.0K0.2%+5+0.5%AddedHolders
Q3 20211,063$316.0K0.2%+7+0.7%AddedHolders
Q2 20211,056$317.0K0.2%+7+0.7%AddedHolders
Q1 20211,049$259.0K0.1%––Holders

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