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Cambridge Investment Research Advisors, Inc. → SMA

Cambridge Investment Research Advisors, Inc. SMA Position History

SmartStop Self Storage REIT, Inc. • Financial Services

Quarters held
6
Latest value
$3.6M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$250K
Q4 2025$4.1M
Q1 2026$4M
Q2 2026$3.8M
Q2 2026$3.8M
Q3 2026$3.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.6M112.6K——
Q2 2026$3.8M118.1K——
Q2 2026$3.8M118.1K——
Q1 2026$4M133.4K——
Q4 2025$4.1M131.1K——
Q3 2025$250K6.6K——

Other funds holding SMA

Other Cambridge Investment Research Advisors, Inc. positions

VGES

VANGUARD INDEX FDS

$1.4B
AAPL

APPLE

$1.4B
VGES

VANGUARD INDEX FDS

$1.4B
VGES

VANGUARD

$1.4B
NVDA

NVIDIA CORPORATION

$1.3B
AAPL

APPLE

$1.3B
AAPL

APPLE

$1.3B
VGES

VANGUARD INDEX FDS

$1.2B
Cambridge Investment Research Advisors, Inc. SMA Holdings: 13F Position History | Track13F