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Alpha Cubed Investments, LLC: BOND position timeline

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

Alpha Cubed Investments, LLC held 239,469 BOND 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 239,469 shares
    Change vs previous 13F +6,918 shares

    0.76% of the 13F portfolio, value $22,289,798.

    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 232,551 shares
    Change vs previous 13F +12,980 shares

    0.76% of the 13F portfolio, value $21,708,642.

    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 219,571 shares
    Change vs previous 13F +32,106 shares

    0.77% of the 13F portfolio, value $20,240,093.

    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 187,465 shares
    Change vs previous 13F -1,581 shares

    0.77% of the 13F portfolio, value $17,334,925.

    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 189,046 shares
    Change vs previous 13F -21,569 shares

    0.78% of the 13F portfolio, value $17,093,506.

    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 210,615 shares
    Change vs previous 13F -5,637 shares

    0.89% of the 13F portfolio, value $19,926,285.

    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 216,252 shares
    Change vs previous 13F +8,649 shares

    0.94% of the 13F portfolio, value $19,696,232.

    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 207,603 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $19,070,412.

    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).