TD Private Client Wealth LLC
- SEC CIK
- 0001551017
- Latest filing
- Aug 4, 2026
CUBE holding history
CubeSmart in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CUBE overviewAll 13F holders of CUBEFull Q2 2026 holdings
- Shares (Q2 2026)
- 10,476
- Value
- $416.6K
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,476 | $416.6K | <0.1% | +8,152+350.8% | Added | Holders |
| Q1 2026 | 2,324 | $85.2K | <0.1% | −209−8.3% | Reduced | Holders |
| Q4 2025 | 2,533 | $91.3K | <0.1% | −5,804−69.6% | Reduced | Holders |
| Q3 2025 | 8,337 | $339.0K | <0.1% | +358+4.5% | Added | Holders |
| Q2 2025 | 7,979 | $339.1K | <0.1% | +5,435+213.6% | Added | Holders |
| Q1 2025 | 2,544 | $108.7K | <0.1% | +573+29.1% | Added | Holders |
| Q4 2024 | 1,971 | $84.5K | <0.1% | −10,281−83.9% | Reduced | Holders |
| Q3 2024 | 12,252 | $659.5K | <0.1% | −44−0.4% | Reduced | Holders |
| Q2 2024 | 12,296 | $555.4K | <0.1% | −346−2.7% | Reduced | Holders |
| Q1 2024 | 12,642 | $571.7K | <0.1% | +783+6.6% | Added | Holders |
| Q4 2023 | 11,859 | $549.7K | <0.1% | −1,147−8.8% | Reduced | Holders |
| Q3 2023 | 13,006 | $495.9K | <0.1% | −3,428−20.9% | Reduced | Holders |
| Q2 2023 | 16,434 | $733.9K | <0.1% | +114+0.7% | Added | Holders |
| Q1 2023 | 16,320 | $754.3K | <0.1% | +7,148+77.9% | Added | Holders |
| Q4 2022 | 9,172 | $369.2K | <0.1% | +8,192+835.9% | Added | Holders |
| Q3 2022 | 980 | $39.3K | <0.1% | +440+81.5% | Added | Holders |
| Q2 2022 | 540 | $23.1K | <0.1% | +246+83.7% | Added | Holders |
| Q1 2022 | 294 | $15.3K | <0.1% | +294 | New | Holders |