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FORTE CAPITAL LLC /ADV: PSA position timeline

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

FORTE CAPITAL LLC /ADV held 8,307 PSA shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,307 shares
    Change vs previous 13F +83 shares

    0.26% of the 13F portfolio, value $2,437,387.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 8,224 shares
    Change vs previous 13F -23 shares

    0.29% of the 13F portfolio, value $2,461,230.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,247 shares
    Change vs previous 13F -853 shares

    0.28% of the 13F portfolio, value $2,469,575.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,100 shares
    Change vs previous 13F -4 shares

    0.37% of the 13F portfolio, value $3,311,393.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,104 shares
    Change vs previous 13F -354 shares

    0.32% of the 13F portfolio, value $2,618,898.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 9,458 shares
    Change vs previous 13F -59 shares

    0.34% of the 13F portfolio, value $2,743,383.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 9,517 shares
    Change vs previous 13F +2,286 shares

    0.4% of the 13F portfolio, value $2,902,546.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,231 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,905,583.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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