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Alpha Cubed Investments, LLC: VYM position timeline

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

Alpha Cubed Investments, LLC held 21,661 VYM 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 21,661 shares
    Change vs previous 13F -275 shares

    0.11% of the 13F portfolio, value $3,108,835.

    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 21,936 shares
    Change vs previous 13F -1,310 shares

    0.11% of the 13F portfolio, value $3,091,862.

    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 23,246 shares
    Change vs previous 13F +448 shares

    0.12% of the 13F portfolio, value $3,098,979.

    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 22,798 shares
    Change vs previous 13F -1,429 shares

    0.13% of the 13F portfolio, value $2,939,969.

    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 24,227 shares
    Change vs previous 13F +2,945 shares

    0.14% of the 13F portfolio, value $3,091,118.

    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 21,282 shares
    Change vs previous 13F +3,842 shares

    0.12% of the 13F portfolio, value $2,728,409.

    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 17,440 shares
    Change vs previous 13F -1,350 shares

    0.1% of the 13F portfolio, value $2,068,361.

    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 18,790 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,273,370.

    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).