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Alpha Cubed Investments, LLC: COST position timeline

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

Alpha Cubed Investments, LLC held 31,316 COST 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 31,316 shares
    Change vs previous 13F -630 shares

    0.92% of the 13F portfolio, value $27,005,014.

    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 31,946 shares
    Change vs previous 13F -560 shares

    1.03% of the 13F portfolio, value $29,570,286.

    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 32,506 shares
    Change vs previous 13F +1,611 shares

    1.22% of the 13F portfolio, value $32,179,311.

    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 30,895 shares
    Change vs previous 13F +2,472 shares

    1.3% of the 13F portfolio, value $29,220,250.

    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 28,423 shares
    Change vs previous 13F -953 shares

    1.19% of the 13F portfolio, value $26,042,743.

    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 29,376 shares
    Change vs previous 13F -4,500 shares

    1.16% of the 13F portfolio, value $26,042,617.

    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 33,876 shares
    Change vs previous 13F +360 shares

    1.37% of the 13F portfolio, value $28,793,914.

    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 33,516 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $24,554,526.

    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).