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Alpha Cubed Investments, LLC: VIG position timeline

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

Alpha Cubed Investments, LLC held 39,650 VIG 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 39,650 shares
    Change vs previous 13F -1,899 shares

    0.3% of the 13F portfolio, value $8,714,329.

    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 41,549 shares
    Change vs previous 13F -2,154 shares

    0.31% of the 13F portfolio, value $8,965,869.

    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 43,703 shares
    Change vs previous 13F -1,131 shares

    0.34% of the 13F portfolio, value $8,944,780.

    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 44,834 shares
    Change vs previous 13F -1,443 shares

    0.39% of the 13F portfolio, value $8,697,402.

    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 46,277 shares
    Change vs previous 13F +399 shares

    0.41% of the 13F portfolio, value $9,062,378.

    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 45,878 shares
    Change vs previous 13F -1,213 shares

    0.4% of the 13F portfolio, value $9,086,576.

    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 47,091 shares
    Change vs previous 13F -1,271 shares

    0.41% of the 13F portfolio, value $8,596,471.

    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 48,362 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $8,831,394.

    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).