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WD RUTHERFORD LLC: PSA position timeline

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

WD RUTHERFORD LLC held 1,396 PSA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,396 shares
    Change vs previous 13F -217 shares

    0.16% of the 13F portfolio, value $444,361.

    13F-HR 0001841015-26-000004 filed by WD RUTHERFORD 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 1,613 shares
    Change vs previous 13F -4,350 shares

    0.19% of the 13F portfolio, value $436,929.

    13F-HR 0001841015-26-000002 filed by WD RUTHERFORD 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 5,963 shares
    Change vs previous 13F -44 shares

    0.65% of the 13F portfolio, value $1,547,399.

    13F-HR 0001841015-26-000001 filed by WD RUTHERFORD 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 6,007 shares
    Change vs previous 13F +76 shares

    0.74% of the 13F portfolio, value $1,735,122.

    13F-HR 0001841015-25-000006 filed by WD RUTHERFORD 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 5,931 shares
    Change vs previous 13F -141 shares

    0.8% of the 13F portfolio, value $1,740,274.

    13F-HR 0001841015-25-000004 filed by WD RUTHERFORD 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 6,072 shares
    Change vs previous 13F +121 shares

    0.93% of the 13F portfolio, value $1,754,262.

    13F-HR 0001841015-25-000003 filed by WD RUTHERFORD 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 5,951 shares
    Change vs previous 13F +1,059 shares

    0.85% of the 13F portfolio, value $1,781,967.

    13F-HR 0001841015-25-000001 filed by WD RUTHERFORD 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 4,892 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,780,052.

    13F-HR 0001841015-24-000005 filed by WD RUTHERFORD LLC
    Filed (acceptance time not in the bulk data set), ingested

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