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Disclosery

Wambolt & Associates, LLC: PSA position timeline

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

Wambolt & Associates, LLC held 4,234 PSA shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,234 shares
    Change vs previous 13F -314 shares

    0.42% of the 13F portfolio, value $1,262,205.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    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 4,548 shares
    Change vs previous 13F +74 shares

    0.46% of the 13F portfolio, value $1,359,120.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    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 4,474 shares
    Change vs previous 13F -690 shares

    0.43% of the 13F portfolio, value $1,339,919.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    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 5,164 shares
    Change vs previous 13F +260 shares

    0.51% of the 13F portfolio, value $1,859,506.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    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 4,904 shares
    Change vs previous 13F +303 shares

    0.4% of the 13F portfolio, value $1,388,457.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    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 4,601 shares
    Change vs previous 13F +840 shares

    0.39% of the 13F portfolio, value $1,318,082.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    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 3,761 shares
    Change vs previous 13F +495 shares

    0.38% of the 13F portfolio, value $1,147,230.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    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 3,266 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $851,630.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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