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Alpha Cubed Investments, LLC: SDY position timeline

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

Alpha Cubed Investments, LLC held 6,583 SDY 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 6,583 shares
    Change vs previous 13F -584 shares

    0.03% of the 13F portfolio, value $916,094.

    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 7,167 shares
    Change vs previous 13F -2,696 shares

    0.03% of the 13F portfolio, value $1,003,698.

    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 9,863 shares
    Change vs previous 13F +741 shares

    0.05% of the 13F portfolio, value $1,338,749.

    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 9,122 shares
    Change vs previous 13F -409 shares

    0.06% of the 13F portfolio, value $1,237,732.

    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 9,531 shares
    Change vs previous 13F -2,490 shares

    0.06% of the 13F portfolio, value $1,259,029.

    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 12,021 shares
    Change vs previous 13F -33,916 shares

    0.08% of the 13F portfolio, value $1,707,432.

    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 45,937 shares
    Change vs previous 13F -1,462 shares

    0.28% of the 13F portfolio, value $5,842,218.

    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 47,399 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,220,612.

    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).