Drucker Wealth 3.0, LLC CUBE β€” CUBESMART

Ownership history in Drucker Wealth 3.0, LLC  Β·  4 quarters on record

AI Ownership Summary

Drucker Wealth 3.0, LLC reported CUBESMART (CUBE) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows CUBE at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CUBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Drucker Wealth 3.0, LLC's position in CUBESMART, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CUBE was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CUBE stock page Drucker Wealth 3.0, LLC fund profile Drucker Wealth 3.0, LLC full holdings
How Drucker Wealth 3.0, LLC held CUBE β€” position size vs. price
% of Fund (quarterly)    CUBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 29,658 +1,242 +4.4% 0.19% $1.1M 2026-04-23 $39.79
2025 Q4 ADDED β€” β€” β€” 28,416 +2,805 +11.0% 0.18% $1.0M 2026-02-03 $37.45
2025 Q3 ADDED β€” β€” β€” 25,611 +15,326 +149.0% 0.19% $1.0M 2025-11-07 $36.45
2025 Q2 INITIATED β€” β€” β€” 10,285 β€” β€” 0.08% $437K 2025-07-24 $39.74

🏒 Other funds also holding CUBE

As of 2026 Q1 β€” sorted by position size

Pensionfund PDN 3Y 7Y 1.14% Pensionfund Sabic 3Y 7Y 1.13% Miller Global Investments, LLC 0.8% DAVIDSON INVESTMENT ADVISORS 3Y 7Y 0.74% Oak Thistle LLC 3Y 0.33% Boston Trust Walden Corp 3Y 7Y 0.3% MQS Management LLC 3Y 0.29% Vanderbilt University 0.16% Wealth Quarterback LLC 3Y 0.16% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.13%

FAQ About Drucker Wealth 3.0, LLC and CUBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Drucker Wealth 3.0, LLC reported owning CUBE?

Drucker Wealth 3.0, LLC reported CUBE across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CUBE position in Drucker Wealth 3.0, LLC's portfolio?

The largest reported portfolio weight for CUBE was 0.19% in 2026 Q1.

What is the latest reported CUBE position on this page?

The most recent filing on this page is 2026 Q1, when Drucker Wealth 3.0, LLC reported 29,658 shares, equal to 0.19% of portfolio, with an estimated market value of $1.1M.

What does the chart on this CUBE ownership page compare?

The chart compares Drucker Wealth 3.0, LLC's quarterly CUBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Drucker Wealth 3.0, LLC time their CUBE position?

Based on 13F filing dates vs. subsequent CUBE price moves, Drucker Wealth 3.0, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CUBE relative to SPY over the holding period was -15.8%.

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