Forza Wealth Management, LLC
- SEC CIK
- 0001963030
- Latest filing
- Jul 17, 2026
PSA holding history
Public Storage in every 13F filed by Forza Wealth 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 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −750−100.0% | Sold out | Holders |
| Q3 2025 | 750 | $216.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 750 | $220.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 750 | $224.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 750 | $224.6K | 0.1% | +53+7.6% | Added | Holders |
| Q3 2024 | 697 | $253.6K | 0.1% | −1−0.1% | Reduced | Holders |
| Q2 2024 | 698 | $200.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 698 | $202.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 698 | $212.9K | 0.1% | +698 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −698−100.0% | Sold out | Holders |
| Q2 2023 | 698 | $203.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 698 | $210.9K | 0.1% | +698 | New | Holders |