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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

PSA holding history

Public Storage in every 13F filed by IVC Wealth 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)
1,903
Value
$605.7K
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of PSA by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,903$605.7K0.2%−7−0.4%ReducedHolders
Q1 20261,910$517.4K0.2%−13−0.7%ReducedHolders
Q4 20251,923$499.0K0.2%+73+3.9%AddedHolders
Q3 20251,850$534.4K0.2%−3−0.2%ReducedHolders
Q2 20251,853$543.7K0.3%+141+8.2%AddedHolders
Q1 20251,712$512.4K0.3%+153+9.8%AddedHolders
Q4 20241,559$466.8K0.3%+98+6.7%AddedHolders
Q3 20241,461$531.6K0.3%−4−0.3%ReducedHolders
Q2 20241,465$421.4K0.2%+152+11.6%AddedHolders
Q1 20241,313$380.8K0.2%+161+14.0%AddedHolders
Q4 20231,152$351.4K0.2%+273+31.1%AddedHolders
Q3 2023879$231.6K0.2%+119+15.7%AddedHolders
Q2 2023760$221.8K0.1%00.0%UnchangedHolders
Q1 2023760$229.6K0.2%00.0%UnchangedHolders
Q4 2022760$212.9K0.2%00.0%UnchangedHolders
Q3 2022760$223.0K0.2%00.0%UnchangedHolders
Q2 2022760$238.0K0.2%00.0%UnchangedHolders
Q1 2022760$297.0K0.2%00.0%UnchangedHolders
Q4 2021760$285.0K0.2%00.0%UnchangedHolders
Q3 2021760$226.0K0.2%00.0%UnchangedHolders
Q2 2021760$229.0K0.2%+760NewHolders