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REGATTA CAPITAL GROUP, LLC: PSA position timeline

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

REGATTA CAPITAL GROUP, LLC held 8,002 PSA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,002 shares
    Change vs previous 13F +401 shares

    0.34% of the 13F portfolio, value $2,547,189.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,601 shares
    Change vs previous 13F +608 shares

    0.31% of the 13F portfolio, value $2,058,825.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,993 shares
    Change vs previous 13F +418 shares

    0.27% of the 13F portfolio, value $1,814,660.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,575 shares
    Change vs previous 13F +267 shares

    0.3% of the 13F portfolio, value $1,899,275.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,308 shares
    Change vs previous 13F +2,744 shares

    0.32% of the 13F portfolio, value $1,850,875.

    13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,564 shares
    Change vs previous 13F +72 shares

    0.21% of the 13F portfolio, value $1,066,761.

    13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,492 shares
    Change vs previous 13F +67 shares

    0.2% of the 13F portfolio, value $1,045,665.

    13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,425 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,246,197.

    13F-HR 0001951757-24-001040 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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