Position in CUBE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,977
+$312 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#479
of 513 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Asset Planning,Inc holds $446,671 across 3 REIT - Industrial names. CUBE ranks #3 (0.9% of the industry book) .
All Filings in CUBE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,977 | 100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,665 | 100 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||