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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → CUBE
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CUBE Position History
CubeSmart • Real Estate
Quarters held
5
Latest value
$601K
Q3 2026
Peak value
$601K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $277K |
| Q2 2026 | $98K |
| Q2 2026 | $294K |
| Q3 2026 | $240K |
| Q3 2026 | $601K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $601K | 16.0K | — | — |
| Q3 2026 | $240K | 6.4K | — | — |
| Q2 2026 | $294K | 7.4K | — | — |
| Q2 2026 | $98K | 2.5K | — | — |
| Q1 2026 | $277K | 7.5K | — | — |
Other funds holding CUBE
$1.3B
$1.3B
$1.2B
$1.1B
$614.5M
$605.8M
$603.5M
$592.6M