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Alpha Cubed Investments, LLC: SPY position timeline

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

Alpha Cubed Investments, LLC held 6,760 SPY 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 6,760 shares
    Change vs previous 13F -363 shares

    0.16% of the 13F portfolio, value $4,609,447.

    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 7,123 shares
    Change vs previous 13F -1,130 shares

    0.17% of the 13F portfolio, value $4,745,371.

    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 8,253 shares
    Change vs previous 13F +30 shares

    0.19% of the 13F portfolio, value $5,099,379.

    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 8,223 shares
    Change vs previous 13F +1,571 shares

    0.21% of the 13F portfolio, value $4,599,929.

    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 6,652 shares
    Change vs previous 13F +1,009 shares

    0.18% of the 13F portfolio, value $3,898,515.

    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 5,643 shares
    Change vs previous 13F -1,259 shares

    0.14% of the 13F portfolio, value $3,237,835.

    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 6,902 shares
    Change vs previous 13F +100 shares

    0.18% of the 13F portfolio, value $3,756,093.

    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 6,802 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,557,848.

    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).