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Alpha Cubed Investments, LLC: VOO position timeline

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

Alpha Cubed Investments, LLC held 15,183 VOO 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 15,183 shares
    Change vs previous 13F -85 shares

    0.33% of the 13F portfolio, value $9,521,417.

    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 15,268 shares
    Change vs previous 13F +1,663 shares

    0.33% of the 13F portfolio, value $9,349,547.

    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 13,605 shares
    Change vs previous 13F +116 shares

    0.29% of the 13F portfolio, value $7,727,924.

    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 13,489 shares
    Change vs previous 13F -3,143 shares

    0.31% of the 13F portfolio, value $6,932,070.

    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 16,632 shares
    Change vs previous 13F +3,550 shares

    0.41% of the 13F portfolio, value $8,961,374.

    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 13,082 shares
    Change vs previous 13F -2,657 shares

    0.31% of the 13F portfolio, value $6,903,153.

    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 15,739 shares
    Change vs previous 13F -429 shares

    0.38% of the 13F portfolio, value $7,871,514.

    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 16,168 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $7,771,774.

    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).