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Disclosery

CWM, LLC: PSA position timeline

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

CWM, LLC held 16,511 PSA shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 16,511 shares
    Change vs previous 13F -3,551 shares

    0.01% of the 13F portfolio, value $4,472,408.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 20,062 shares
    Change vs previous 13F -36,348 shares

    0.01% of the 13F portfolio, value $5,206,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 56,410 shares
    Change vs previous 13F -42,270 shares

    0.05% of the 13F portfolio, value $16,294,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 98,680 shares
    Change vs previous 13F +13,598 shares

    0.1% of the 13F portfolio, value $28,955,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 85,082 shares
    Change vs previous 13F -1,612 shares

    0.1% of the 13F portfolio, value $25,464,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 86,694 shares
    Change vs previous 13F -3,186 shares

    0.11% of the 13F portfolio, value $25,960,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 89,880 shares
    Change vs previous 13F -3,046 shares

    0.14% of the 13F portfolio, value $32,704,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 92,926 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $26,730,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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