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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

SMA holding history

SmartStop Self Storage REIT, Inc. 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.

SMA overviewAll 13F holders of SMAFull Q2 2026 holdings

Shares (Q2 2026)
28
Value
$910
% of portfolio
<0.1%
Quarters held
3
Since Q3 2025
Holdings of SMA by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628$910<0.1%00.0%UnchangedHolders
Q1 202628$848<0.1%+28NewHolders
Q4 20250$00.0%−91−100.0%Sold outHolders
Q3 202591$3.42K<0.1%+91NewHolders