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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

CUBE holding history

CubeSmart in every 13F filed by Mutual Advisors, 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)
11,390
Value
$453.0K
% of portfolio
<0.1%
Quarters held
16
Since Q4 2021
Holdings of CUBE by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,390$453.0K<0.1%00.0%UnchangedHolders
Q1 202611,390$417.4K<0.1%−25−0.2%ReducedHolders
Q4 202511,415$411.5K<0.1%+3,908+52.1%AddedHolders
Q3 20257,507$314.5K<0.1%+973+14.9%AddedHolders
Q2 20256,534$270.6K<0.1%00.0%UnchangedHolders
Q1 20256,534$260.1K<0.1%−106−1.6%ReducedHolders
Q4 20246,640$275.5K<0.1%−249−3.6%ReducedHolders
Q3 20246,889$338.1K<0.1%00.0%UnchangedHolders
Q2 20246,889$332.1K<0.1%+51+0.7%AddedHolders
Q1 20246,838$309.2K<0.1%00.0%UnchangedHolders
Q4 20236,838$316.9K<0.1%−366−5.1%ReducedHolders
Q3 20237,204$274.7K<0.1%−162−2.2%ReducedHolders
Q2 20237,366$329.0K<0.1%+2,074+39.2%AddedHolders
Q1 20235,292$244.6K<0.1%+5,292NewHolders
Q2 20220$00.0%−3,846−100.0%Sold outHolders
Q1 20223,846$200.0K<0.1%+96+2.6%AddedHolders
Q4 20213,750$213.0K<0.1%+3,750NewHolders