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Alpha Cubed Investments, LLC: AVGO position timeline

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

Alpha Cubed Investments, LLC held 271,576 AVGO 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 271,576 shares
    Change vs previous 13F -63,903 shares

    3.22% of the 13F portfolio, value $93,992,576.

    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 335,479 shares
    Change vs previous 13F -33,082 shares

    3.86% of the 13F portfolio, value $110,677,971.

    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 368,561 shares
    Change vs previous 13F +340,595 shares

    3.85% of the 13F portfolio, value $101,593,916.

    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 27,966 shares
    Change vs previous 13F +11,199 shares

    0.21% of the 13F portfolio, value $4,682,337.

    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 16,767 shares
    Change vs previous 13F +73 shares

    0.18% of the 13F portfolio, value $3,887,228.

    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 16,694 shares
    Change vs previous 13F +15,250 shares

    0.13% of the 13F portfolio, value $2,879,710.

    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 1,444 shares
    Change vs previous 13F +217 shares

    0.11% of the 13F portfolio, value $2,318,558.

    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 1,227 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,626,403.

    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).