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Balboa Wealth Partners SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
4
Latest value
$230K
Q3 2026
Peak value
$250K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $209K |
| Q1 2026 | $250K |
| Q2 2026 | $232K |
| Q3 2026 | $230K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $230K | 7.1K | — | — |
| Q2 2026 | $232K | 7.1K | — | — |
| Q1 2026 | $250K | 8.2K | — | — |
| Q4 2025 | $209K | 6.7K | — | — |