Total Wealth Planning & Management, Inc.
Position in CUBE — CubeSmart
CIK 2058383
Ponte Vedra Beach, FL
Position in CUBE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$712,598
+$112,491 QoQ
Shares Held
17,918
+9.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#279
of 513 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CUBE Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $712,598 across 1 REIT - Industrial name. CUBE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBE |
CubeSmart
This page
|
17,918 | $712,598 |
All Filings in CUBE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,598 | 17,918 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $600,107 | 16,374 | Shares | Sole | 2026-05-05 | |
| 2025-06-30 | $444,167 | 10,451 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $454,007 | 10,630 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $229,204 | 5,349 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||