Advisory Alpha, LLC: CMS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on CMS, newest first. How the timeline and the estimate are built.
Advisory Alpha, LLC held 6,158 CMS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 6,158 sharesChange vs previous 13F +44 shares
0.01% of the 13F portfolio, value $471,233.
13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,114 sharesChange vs previous 13F -59 shares
0.01% of the 13F portfolio, value $474,490.
13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,173 sharesChange vs previous 13F -231 shares
0.01% of the 13F portfolio, value $431,737.
13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,404 sharesChange vs previous 13F -460 shares
0.01% of the 13F portfolio, value $460,048.
13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,864 sharesChange vs previous 13F -68 shares
0.01% of the 13F portfolio, value $475,600.
13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 6,932 sharesChange vs previous 13F -274 shares
0.02% of the 13F portfolio, value $520,670.
13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,206 sharesChange vs previous 13F +593 shares
0.02% of the 13F portfolio, value $480,333.
13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,613 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $467,110.
13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).