Skip to content
Disclosery

Alpha Cubed Investments, LLC: SCHW position timeline

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

Alpha Cubed Investments, LLC held 22,740 SCHW 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 22,740 shares
    Change vs previous 13F -2,961 shares

    0.08% of the 13F portfolio, value $2,271,925.

    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 25,701 shares
    Change vs previous 13F -4,835 shares

    0.09% of the 13F portfolio, value $2,453,714.

    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 30,536 shares
    Change vs previous 13F -710 shares

    0.11% of the 13F portfolio, value $2,786,117.

    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 31,246 shares
    Change vs previous 13F +9,403 shares

    0.11% of the 13F portfolio, value $2,445,914.

    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 21,843 shares
    Change vs previous 13F -182 shares

    0.07% of the 13F portfolio, value $1,616,636.

    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 22,025 shares
    Change vs previous 13F -263 shares

    0.06% of the 13F portfolio, value $1,427,410.

    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 22,288 shares
    Change vs previous 13F +17,065 shares

    0.08% of the 13F portfolio, value $1,642,432.

    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 5,223 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $377,838.

    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).