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Alpha Cubed Investments, LLC: IWB position timeline

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

Alpha Cubed Investments, LLC held 6,324 IWB 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 6,324 shares
    Change vs previous 13F -212 shares

    0.08% of the 13F portfolio, value $2,361,821.

    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 6,536 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $2,388,959.

    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 6,936 shares
    Change vs previous 13F +54 shares

    0.09% of the 13F portfolio, value $2,355,427.

    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 6,882 shares
    Change vs previous 13F -432 shares

    0.09% of the 13F portfolio, value $2,111,137.

    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 7,314 shares
    Change vs previous 13F +98 shares

    0.11% of the 13F portfolio, value $2,356,439.

    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 7,216 shares
    Change vs previous 13F -3,018 shares

    0.1% of the 13F portfolio, value $2,268,795.

    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 10,234 shares
    Change vs previous 13F -490 shares

    0.15% of the 13F portfolio, value $3,045,023.

    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 10,724 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,088,954.

    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).