Formidable Asset Management, LLC

Position in PSA — Public Storage

CIK 1592613 CINCINNATI, OH

Position in PSA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$656,673

+$97,848 QoQ

Shares Held

2,063

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#593

of 1,108 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Formidable Asset Management, LLC holds $656,673 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	2,063	$656,673

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$656,673	2,063	0.0%	Shares	Sole	2026-07-17
2026-03-31	$558,825	2,063	-28.4%	Shares	Sole	2026-04-22
2025-12-31	$747,879	2,882	-11.5%	Shares	Sole	2026-01-16
2025-09-30	$940,784	3,257	-4.0%	Shares	Sole	2025-10-29
2025-06-30	$994,987	3,391	+3.4%	Shares	Sole	2025-07-16
2025-03-31	$981,371	3,279	-3.8%	Shares	Sole	2025-05-05
2024-12-31	$1,020,790	3,409	+11.3%	Shares	Sole	2025-02-19
2024-09-30	$1,114,533	3,063	-26.2%	Shares	Sole	2024-11-12
2024-06-30	$1,193,459	4,149	+5.3%	Shares	Sole	2024-08-08
2024-03-31	$1,142,836	3,940	-23.7%	Shares	Sole	2024-05-15
2023-12-31	$1,575,935	5,167	+72.6%	Shares	Sole	2024-02-07
2023-09-30	$788,978	2,994	+5.4%	Shares	Sole	2023-11-09
2023-06-30	$828,939	2,840	+10.4%	Shares	Sole	2023-08-15
2023-03-31	$777,406	2,573	-53.8%	Shares	Sole	2023-05-09
2022-12-31	$1,561,218	5,572	+66.6%	Shares	Sole	2023-02-07
2022-09-30	$979,156	3,344	+2.3%	Shares	Sole	2022-11-14
2022-06-30	$1,021,805	3,268	+17.6%	Shares	Sole	2022-08-18
2022-03-31	$1,084,197	2,778	+0.9%	Shares	Sole	2022-05-04
2021-12-31	$1,031,163	2,753	-48.4%	Shares	Sole	2022-02-07
2021-09-30	$1,585,325	5,336	+22.9%	Shares	Sole	2021-11-10
2020-03-31	$862,166	4,341	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.