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Alpha Cubed Investments, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Cubed Investments, LLC on AAPL, newest first. How the timeline and the estimate are built.

Alpha Cubed Investments, LLC held 688,984 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 688,984 shares
    Change vs previous 13F -14,432 shares

    6.41% of the 13F portfolio, value $187,307,266.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 703,416 shares
    Change vs previous 13F +32,966 shares

    6.24% of the 13F portfolio, value $179,110,851.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 670,450 shares
    Change vs previous 13F +20,130 shares

    5.22% of the 13F portfolio, value $137,556,155.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 650,320 shares
    Change vs previous 13F -314 shares

    6.45% of the 13F portfolio, value $144,455,631.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 650,634 shares
    Change vs previous 13F -12,167 shares

    7.45% of the 13F portfolio, value $162,931,672.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 662,801 shares
    Change vs previous 13F -45,066 shares

    6.87% of the 13F portfolio, value $154,432,741.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 707,867 shares
    Change vs previous 13F +1,313 shares

    7.11% of the 13F portfolio, value $149,090,903.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 706,554 shares
    Change vs previous 13F not available

    6.33% of the 13F portfolio, value $121,159,813.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).