SEC 13F Intelligence

Premier Private Wealth Management LLC / SMA

Premier Private Wealth Management LLC’s Smartstop Self Storag Reit I Position

Does Premier Private Wealth Management LLC own Smartstop Self Storag Reit I (SMA)? Yes — 54.5K shares worth $2M (+1.74% of its 13F portfolio) as of Q1 2026, down from 74.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
54.5K
% of Portfolio
+1.74%
Quarters Held
2
currently held

Position History SMA

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.5K$2M+1.74%
Q4 202574.6K$2M+2.42%

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