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Alpha Cubed Investments, LLC: SCHG position timeline

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

Alpha Cubed Investments, LLC held 18,869 SCHG 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 18,869 shares
    Change vs previous 13F +4,975 shares

    0.02% of the 13F portfolio, value $615,495.

    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 13,894 shares
    Change vs previous 13F +4,337 shares

    0.02% of the 13F portfolio, value $443,360.

    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 9,557 shares
    Change vs previous 13F -193 shares

    0.01% of the 13F portfolio, value $279,151.

    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 9,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $244,152.

    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).