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Alpha Cubed Investments, LLC: MSFT position timeline

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

Alpha Cubed Investments, LLC held 304,424 MSFT 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 304,424 shares
    Change vs previous 13F +12,464 shares

    5.04% of the 13F portfolio, value $147,225,774.

    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 291,960 shares
    Change vs previous 13F -6,607 shares

    5.27% of the 13F portfolio, value $151,220,720.

    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 298,567 shares
    Change vs previous 13F +16,623 shares

    5.63% of the 13F portfolio, value $148,510,098.

    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 281,944 shares
    Change vs previous 13F +13,928 shares

    4.72% of the 13F portfolio, value $105,838,961.

    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 268,016 shares
    Change vs previous 13F +10,020 shares

    5.17% of the 13F portfolio, value $112,968,754.

    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 257,996 shares
    Change vs previous 13F +11,716 shares

    4.94% of the 13F portfolio, value $111,015,491.

    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 246,280 shares
    Change vs previous 13F -3,876 shares

    5.25% of the 13F portfolio, value $110,074,801.

    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 250,156 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $105,245,514.

    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).