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Alpha Cubed Investments, LLC: VUG position timeline

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

Alpha Cubed Investments, LLC held 3,186 VUG 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 3,186 shares
    Change vs previous 13F +46 shares

    0.05% of the 13F portfolio, value $1,554,326.

    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 3,140 shares
    Change vs previous 13F -166 shares

    0.05% of the 13F portfolio, value $1,505,975.

    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 3,306 shares
    Change vs previous 13F -73 shares

    0.05% of the 13F portfolio, value $1,449,350.

    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 3,379 shares
    Change vs previous 13F -92 shares

    0.06% of the 13F portfolio, value $1,252,835.

    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 3,471 shares
    Change vs previous 13F +278 shares

    0.07% of the 13F portfolio, value $1,424,753.

    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 3,193 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $1,225,888.

    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 3,189 shares
    Change vs previous 13F -333 shares

    0.06% of the 13F portfolio, value $1,192,718.

    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 3,522 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,212,272.

    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).