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Alpha Cubed Investments, LLC: TOTL position timeline

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

Alpha Cubed Investments, LLC held 90,132 TOTL 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 90,132 shares
    Change vs previous 13F -8,065 shares

    0.12% of the 13F portfolio, value $3,627,817.

    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 98,197 shares
    Change vs previous 13F -937 shares

    0.14% of the 13F portfolio, value $3,983,863.

    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 99,134 shares
    Change vs previous 13F -26,883 shares

    0.15% of the 13F portfolio, value $3,976,260.

    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 126,017 shares
    Change vs previous 13F -2,704 shares

    0.23% of the 13F portfolio, value $5,077,228.

    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 128,721 shares
    Change vs previous 13F +48,111 shares

    0.23% of the 13F portfolio, value $5,070,335.

    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 80,610 shares
    Change vs previous 13F -2,615 shares

    0.15% of the 13F portfolio, value $3,337,266.

    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 83,225 shares
    Change vs previous 13F -6,426 shares

    0.16% of the 13F portfolio, value $3,305,697.

    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 89,651 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,590,520.

    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).