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Alpha Cubed Investments, LLC: VTI position timeline

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

Alpha Cubed Investments, LLC held 8,305 VTI 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 8,305 shares
    Change vs previous 13F +332 shares

    0.1% of the 13F portfolio, value $2,784,323.

    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 7,973 shares
    Change vs previous 13F -759 shares

    0.09% of the 13F portfolio, value $2,616,358.

    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 8,732 shares
    Change vs previous 13F -577 shares

    0.1% of the 13F portfolio, value $2,654,065.

    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 9,309 shares
    Change vs previous 13F +627 shares

    0.11% of the 13F portfolio, value $2,558,620.

    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 8,682 shares
    Change vs previous 13F -1,573 shares

    0.12% of the 13F portfolio, value $2,516,244.

    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 10,255 shares
    Change vs previous 13F -471 shares

    0.13% of the 13F portfolio, value $2,903,944.

    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 10,726 shares
    Change vs previous 13F +177 shares

    0.14% of the 13F portfolio, value $2,869,213.

    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 10,549 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,741,795.

    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).