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Alpha Cubed Investments, LLC: BRK-B position timeline

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

Alpha Cubed Investments, LLC held 209,372 BRK-B 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 209,372 shares
    Change vs previous 13F +22,250 shares

    3.6% of the 13F portfolio, value $105,240,704.

    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 187,122 shares
    Change vs previous 13F +22,371 shares

    3.28% of the 13F portfolio, value $94,073,583.

    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 164,751 shares
    Change vs previous 13F -22,819 shares

    3.04% of the 13F portfolio, value $80,030,966.

    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 187,570 shares
    Change vs previous 13F +5,538 shares

    4.46% of the 13F portfolio, value $99,895,891.

    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 182,032 shares
    Change vs previous 13F +2,575 shares

    3.77% of the 13F portfolio, value $82,511,346.

    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 179,457 shares
    Change vs previous 13F +5,286 shares

    3.68% of the 13F portfolio, value $82,596,758.

    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 174,171 shares
    Change vs previous 13F +6,398 shares

    3.38% of the 13F portfolio, value $70,852,656.

    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 167,773 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $70,551,792.

    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).