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Alpha Cubed Investments, LLC: IVV position timeline

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

Alpha Cubed Investments, LLC held 4,197 IVV 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 4,197 shares
    Change vs previous 13F +567 shares

    0.1% of the 13F portfolio, value $2,874,707.

    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 3,630 shares
    Change vs previous 13F +77 shares

    0.08% of the 13F portfolio, value $2,429,350.

    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 3,553 shares
    Change vs previous 13F -185 shares

    0.08% of the 13F portfolio, value $2,206,245.

    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 3,738 shares
    Change vs previous 13F -108 shares

    0.09% of the 13F portfolio, value $2,100,307.

    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 3,846 shares
    Change vs previous 13F -110 shares

    0.1% of the 13F portfolio, value $2,264,291.

    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 3,956 shares
    Change vs previous 13F -471 shares

    0.1% of the 13F portfolio, value $2,282,070.

    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 4,427 shares
    Change vs previous 13F -104 shares

    0.12% of the 13F portfolio, value $2,422,807.

    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 4,531 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,381,876.

    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).