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Wealth Quarterback LLC

SEC CIK
0001803386
Latest filing
Jul 27, 2026

CUBE holding history

CubeSmart in every 13F filed by Wealth Quarterback 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)
10,227
Value
$406.7K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of CUBE by Wealth Quarterback LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,227$406.7K0.1%−535−5.0%ReducedHolders
Q1 202610,762$394.4K0.2%−1,308−10.8%ReducedHolders
Q4 202512,070$435.1K0.2%+2,902+31.7%AddedHolders
Q3 20259,168$372.8K0.1%+9,168NewHolders