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Disclosery

Biltmore Wealth Management, LLC: PSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Biltmore Wealth Management, LLC on PSA, newest first. How the timeline and the estimate are built.

Biltmore Wealth Management, LLC held 2,180 PSA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,180 shares
    Change vs previous 13F -91 shares

    0.19% of the 13F portfolio, value $616,484.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,271 shares
    Change vs previous 13F +98 shares

    0.23% of the 13F portfolio, value $722,941.

    13F-HR 0001598102-26-000003 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,173 shares
    Change vs previous 13F +43 shares

    0.21% of the 13F portfolio, value $588,536.

    13F-HR 0001598102-26-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,130 shares
    Change vs previous 13F +23 shares

    0.21% of the 13F portfolio, value $552,670.

    13F-HR 0001598102-26-000001 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,107 shares
    Change vs previous 13F +397 shares

    0.23% of the 13F portfolio, value $608,496.

    13F-HR 0001598102-25-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,710 shares
    Change vs previous 13F -19 shares

    0.2% of the 13F portfolio, value $501,869.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,729 shares
    Change vs previous 13F -6 shares

    0.22% of the 13F portfolio, value $517,493.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,735 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $519,654.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).