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TrueWealth Advisors, LLC → SMA
TrueWealth Advisors, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
4
Latest value
$514K
Q3 2026
Peak value
$648K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $642K |
| Q1 2026 | $619K |
| Q2 2026 | $648K |
| Q3 2026 | $514K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $514K | 16.0K | — | — |
| Q2 2026 | $648K | 19.9K | — | — |
| Q1 2026 | $619K | 20.4K | — | — |
| Q4 2025 | $642K | 20.7K | — | — |