Beverly Hills Private Wealth, LLC
- SEC CIK
- 0001965710
- Latest filing
- Aug 6, 2026
PSA holding history
Public Storage in every 13F filed by Beverly Hills Private Wealth, 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)
- 688
- Value
- $219.1K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 688 | $219.1K | <0.1% | +688 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −691−100.0% | Sold out | Holders |
| Q2 2025 | 691 | $202.8K | <0.1% | −87−11.2% | Reduced | Holders |
| Q1 2025 | 778 | $232.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 778 | $233.0K | <0.1% | +7+0.9% | Added | Holders |
| Q3 2024 | 771 | $280.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 771 | $221.7K | <0.1% | −1−0.1% | Reduced | Holders |
| Q1 2024 | 772 | $224.0K | 0.1% | +10+1.3% | Added | Holders |
| Q4 2023 | 762 | $232.5K | 0.1% | +762 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −751−100.0% | Sold out | Holders |
| Q2 2023 | 751 | $207.0K | <0.1% | −10−1.3% | Reduced | Holders |
| Q1 2023 | 761 | $229.9K | 0.1% | +761 | New | Holders |