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Disclosery

Alpha Cubed Investments, LLC: V position timeline

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

Alpha Cubed Investments, LLC held 66,932 V 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 66,932 shares
    Change vs previous 13F -3,401 shares

    0.8% of the 13F portfolio, value $23,473,769.

    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 70,333 shares
    Change vs previous 13F -1,734 shares

    0.84% of the 13F portfolio, value $24,010,270.

    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 72,067 shares
    Change vs previous 13F -1,707 shares

    0.97% of the 13F portfolio, value $25,587,512.

    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 73,774 shares
    Change vs previous 13F -45,764 shares

    1.15% of the 13F portfolio, value $25,854,935.

    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 119,538 shares
    Change vs previous 13F +1,736 shares

    1.73% of the 13F portfolio, value $37,778,874.

    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 117,802 shares
    Change vs previous 13F +3,043 shares

    1.44% of the 13F portfolio, value $32,389,665.

    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 114,759 shares
    Change vs previous 13F +3,187 shares

    1.44% of the 13F portfolio, value $30,120,741.

    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 111,572 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $31,137,591.

    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).