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COMMONWEALTH EQUITY SERVICES, LLC → SMA
COMMONWEALTH EQUITY SERVICES, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
4
Latest value
$3.1M
Q3 2026
Peak value
$4.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.2M |
| Q1 2026 | $3.9M |
| Q2 2026 | $3.6M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 96.9K | — | — |
| Q2 2026 | $3.6M | 111.0K | — | — |
| Q1 2026 | $3.9M | 130.3K | — | — |
| Q4 2025 | $4.2M | 135.6K | — | — |