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Alpha Cubed Investments, LLC: SPHQ position timeline

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

Alpha Cubed Investments, LLC held 32,090 SPHQ 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 32,090 shares
    Change vs previous 13F -2,572 shares

    0.08% of the 13F portfolio, value $2,408,365.

    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 34,662 shares
    Change vs previous 13F -4,585 shares

    0.09% of the 13F portfolio, value $2,540,378.

    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 39,247 shares
    Change vs previous 13F +71 shares

    0.11% of the 13F portfolio, value $2,796,741.

    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 39,176 shares
    Change vs previous 13F -1,190 shares

    0.12% of the 13F portfolio, value $2,598,936.

    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 40,366 shares
    Change vs previous 13F +588 shares

    0.12% of the 13F portfolio, value $2,705,729.

    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 39,778 shares
    Change vs previous 13F -1,984 shares

    0.12% of the 13F portfolio, value $2,675,893.

    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 41,762 shares
    Change vs previous 13F -1,458 shares

    0.13% of the 13F portfolio, value $2,653,550.

    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 43,220 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,611,373.

    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).