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Alpha Cubed Investments, LLC: VB position timeline

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

Alpha Cubed Investments, LLC held 15,607 VB 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 15,607 shares
    Change vs previous 13F +1,252 shares

    0.14% of the 13F portfolio, value $4,025,708.

    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 14,355 shares
    Change vs previous 13F -905 shares

    0.13% of the 13F portfolio, value $3,650,089.

    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 15,260 shares
    Change vs previous 13F -96,316 shares

    0.14% of the 13F portfolio, value $3,616,365.

    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 111,576 shares
    Change vs previous 13F -8,373 shares

    1.1% of the 13F portfolio, value $24,741,925.

    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 119,949 shares
    Change vs previous 13F +29,606 shares

    1.32% of the 13F portfolio, value $28,821,269.

    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 90,343 shares
    Change vs previous 13F +82,786 shares

    0.95% of the 13F portfolio, value $21,430,164.

    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 7,557 shares
    Change vs previous 13F +78 shares

    0.08% of the 13F portfolio, value $1,647,707.

    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 7,479 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,709,524.

    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).