Back to PSA-PS
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → PSA-PS
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC PSA-PS Position History
Public Storage • Financial Services
Quarters held
3
Latest value
$4.2M
Q3 2026
Peak value
$4.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $3.9M |
| Q2 2026 | $4.7M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 14.8K | — | — |
| Q2 2026 | $4.7M | 14.7K | — | — |
| Q1 2026 | $3.9M | 14.3K | — | — |
Other funds holding PSA-PS
$6.2B
$6.1B
$5.9B
$3.8B
$3.5B
$3.2B
$3.2B