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Alpha Cubed Investments, LLC: LQD position timeline

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

Alpha Cubed Investments, LLC held 225,865 LQD 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 225,865 shares
    Change vs previous 13F +7,676 shares

    0.85% of the 13F portfolio, value $24,888,085.

    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 218,189 shares
    Change vs previous 13F +9,974 shares

    0.85% of the 13F portfolio, value $24,321,577.

    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 208,215 shares
    Change vs previous 13F +30,024 shares

    0.87% of the 13F portfolio, value $22,822,494.

    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 178,191 shares
    Change vs previous 13F +5,821 shares

    0.86% of the 13F portfolio, value $19,367,538.

    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 172,370 shares
    Change vs previous 13F -41,898 shares

    0.84% of the 13F portfolio, value $18,416,041.

    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 214,268 shares
    Change vs previous 13F -3,628 shares

    1.08% of the 13F portfolio, value $24,207,999.

    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 217,896 shares
    Change vs previous 13F +15,552 shares

    1.11% of the 13F portfolio, value $23,341,020.

    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 202,344 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $22,039,308.

    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).