Skip to content
Disclosery

Alpha Cubed Investments, LLC: IVW position timeline

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

Alpha Cubed Investments, LLC held 16,305 IVW 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 16,305 shares
    Change vs previous 13F +686 shares

    0.07% of the 13F portfolio, value $2,009,753.

    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 15,619 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,885,550.

    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 15,619 shares
    Change vs previous 13F -80 shares

    0.07% of the 13F portfolio, value $1,719,674.

    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 15,699 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,457,357.

    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 15,699 shares
    Change vs previous 13F +80 shares

    0.07% of the 13F portfolio, value $1,593,940.

    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 15,619 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,495,538.

    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 15,619 shares
    Change vs previous 13F -133 shares

    0.07% of the 13F portfolio, value $1,445,401.

    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 15,752 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,330,116.

    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).