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Alpha Cubed Investments, LLC: VCSH position timeline

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

Alpha Cubed Investments, LLC held 48,915 VCSH 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 48,915 shares
    Change vs previous 13F -1,647 shares

    0.13% of the 13F portfolio, value $3,899,971.

    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 50,562 shares
    Change vs previous 13F +2,323 shares

    0.14% of the 13F portfolio, value $4,041,406.

    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 48,239 shares
    Change vs previous 13F +4,683 shares

    0.15% of the 13F portfolio, value $3,834,967.

    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 43,556 shares
    Change vs previous 13F -90 shares

    0.15% of the 13F portfolio, value $3,438,307.

    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 43,646 shares
    Change vs previous 13F +2,470 shares

    0.16% of the 13F portfolio, value $3,404,801.

    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 41,176 shares
    Change vs previous 13F -105 shares

    0.15% of the 13F portfolio, value $3,270,171.

    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 41,281 shares
    Change vs previous 13F -2,287 shares

    0.15% of the 13F portfolio, value $3,189,966.

    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 43,568 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,368,276.

    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).