SEC 13F Intelligence

Systm Wealth Solutions LLC / CUBE

Systm Wealth Solutions LLC’s Cubesmart Position

Does Systm Wealth Solutions LLC own Cubesmart (CUBE)? Yes — 2.1K shares worth $111,805 (+3.39% of its 13F portfolio) as of Q3 2024, down from 76.5K shares the prior filed quarter.

Position Value
$111,805
Q3 2024
Shares
2.1K
% of Portfolio
+3.39%
Quarters Held
4
currently held

Position History CUBE

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $111,805Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20242.1K$111,805+3.39%
Q2 202476.5K$3M+0.77%
Q1 202488.1K$4M+0.51%
Q4 202396.7K$5M+0.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of CUBE.