Ownership history in Compound Planning, Inc. · 3 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in CUBESMART (CUBE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5,541 | -7 | -0.1% | 0.01% | $225K | $39.55 |
| 2025 Q2 | ADDED | 5,548 | +1,482 | +36.4% | 0.01% | $236K | $40.83 |
| 2024 Q3 | INITIATED | 4,066 | — | — | 0.01% | $219K | $49.99 |
As of 2025 Q4 — sorted by position size