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Disclosery

Alpha Cubed Investments, LLC: RS position timeline

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

Alpha Cubed Investments, LLC held 22,021 RS 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 22,021 shares
    Change vs previous 13F -2,746 shares

    0.22% of the 13F portfolio, value $6,361,206.

    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 24,767 shares
    Change vs previous 13F -778 shares

    0.24% of the 13F portfolio, value $6,955,317.

    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 25,545 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $8,018,576.

    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 25,545 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $7,376,119.

    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 25,545 shares
    Change vs previous 13F +13 shares

    0.31% of the 13F portfolio, value $6,878,247.

    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 25,532 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $7,384,110.

    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 25,532 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $7,291,939.

    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 25,532 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $8,532,284.

    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).