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Alpha Cubed Investments, LLC: SCHV position timeline

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

Alpha Cubed Investments, LLC held 18,857 SCHV 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 18,857 shares
    Change vs previous 13F +144 shares

    0.02% of the 13F portfolio, value $558,359.

    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 18,713 shares
    Change vs previous 13F -5,537 shares

    0.02% of the 13F portfolio, value $544,722.

    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 24,250 shares
    Change vs previous 13F +3,643 shares

    0.03% of the 13F portfolio, value $670,994.

    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 20,607 shares
    Change vs previous 13F +524 shares

    0.02% of the 13F portfolio, value $547,735.

    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 20,083 shares
    Change vs previous 13F +13,451 shares

    0.02% of the 13F portfolio, value $523,566.

    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 6,632 shares
    Change vs previous 13F -20,823 shares

    0.02% of the 13F portfolio, value $533,026.

    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 27,455 shares
    Change vs previous 13F +995 shares

    0.1% of the 13F portfolio, value $2,033,879.

    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 26,460 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,010,398.

    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).