Back to CUBE
Total Wealth Planning & Management, Inc. → CUBE
Total Wealth Planning & Management, Inc. CUBE Position History
CubeSmart • Real Estate
Quarters held
3
Latest value
$691K
Q3 2026
Peak value
$713K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $600K |
| Q2 2026 | $713K |
| Q3 2026 | $691K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $691K | 18.4K | — | — |
| Q2 2026 | $713K | 17.9K | — | — |
| Q1 2026 | $600K | 16.4K | — | — |
Other funds holding CUBE
$1.3B
$1.3B
$1.2B
$1.1B
$614.5M
$605.8M
$603.5M
$592.6M