Back to SMA
Etesian Wealth Advisors, Inc. → SMA
Etesian Wealth Advisors, Inc. SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
4
Latest value
$235K
Q3 2026
Peak value
$671K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $671K |
| Q1 2026 | $383K |
| Q2 2026 | $257K |
| Q3 2026 | $235K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $235K | 7.3K | — | — |
| Q2 2026 | $257K | 7.9K | — | — |
| Q1 2026 | $383K | 12.6K | — | — |
| Q4 2025 | $671K | 21.7K | — | — |