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Alpha Cubed Investments, LLC: IAUM position timeline

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

Alpha Cubed Investments, LLC held 31,689 IAUM 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 31,689 shares
    Change vs previous 13F +19,826 shares

    0.05% of the 13F portfolio, value $1,362,310.

    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 11,863 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $456,726.

    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).