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Alpha Cubed Investments, LLC: QQQ position timeline

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

Alpha Cubed Investments, LLC held 21,196 QQQ 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 21,196 shares
    Change vs previous 13F -1,033 shares

    0.45% of the 13F portfolio, value $13,021,042.

    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 22,229 shares
    Change vs previous 13F -2,546 shares

    0.47% of the 13F portfolio, value $13,345,393.

    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 24,775 shares
    Change vs previous 13F +1,782 shares

    0.52% of the 13F portfolio, value $13,667,084.

    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 22,993 shares
    Change vs previous 13F +615 shares

    0.48% of the 13F portfolio, value $10,781,960.

    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 22,378 shares
    Change vs previous 13F +637 shares

    0.52% of the 13F portfolio, value $11,440,441.

    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 21,741 shares
    Change vs previous 13F -1,074 shares

    0.47% of the 13F portfolio, value $10,611,069.

    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 22,815 shares
    Change vs previous 13F +220 shares

    0.52% of the 13F portfolio, value $10,931,128.

    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 22,595 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $10,032,607.

    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).