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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

PSA holding history

Public Storage in every 13F filed by Arkadios 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)
1,065
Value
$339.0K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of PSA by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,065$339.0K<0.1%−328−23.5%ReducedHolders
Q1 20261,393$377.3K<0.1%−233−14.3%ReducedHolders
Q4 20251,626$422.0K<0.1%−120−6.9%ReducedHolders
Q3 20251,746$504.4K<0.1%+40+2.3%AddedHolders
Q2 20251,706$500.4K<0.1%−9−0.5%ReducedHolders
Q1 20251,715$513.1K<0.1%+330+23.8%AddedHolders
Q4 20241,385$414.8K<0.1%−24−1.7%ReducedHolders
Q3 20241,409$512.8K<0.1%−97−6.4%ReducedHolders
Q2 20241,506$433.3K<0.1%+1,506NewHolders
Q4 20230$00.0%−1,004−100.0%Sold outHolders
Q3 20231,004$264.5K<0.1%+18+1.8%AddedHolders
Q2 2023986$287.7K<0.1%+96+10.8%AddedHolders
Q1 2023890$268.9K<0.1%+890NewHolders
Q2 20220$00.0%−658−100.0%Sold outHolders
Q1 2022658$257.0K<0.1%−150−18.6%ReducedHolders
Q4 2021808$303.0K<0.1%+121+17.6%AddedHolders
Q3 2021687$204.0K<0.1%+235+52.0%AddedHolders
Q2 2021452$136.0K<0.1%+329+267.5%AddedHolders
Q1 2021123$30.0K<0.1%––Holders

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