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Alpha Cubed Investments, LLC: WFC position timeline

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

Alpha Cubed Investments, LLC held 40,807 WFC 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 40,807 shares
    Change vs previous 13F -204 shares

    0.13% of the 13F portfolio, value $3,803,211.

    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 41,011 shares
    Change vs previous 13F -2,989 shares

    0.12% of the 13F portfolio, value $3,437,559.

    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 44,000 shares
    Change vs previous 13F +1,353 shares

    0.13% of the 13F portfolio, value $3,525,266.

    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 42,647 shares
    Change vs previous 13F +6,467 shares

    0.14% of the 13F portfolio, value $3,061,637.

    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 36,180 shares
    Change vs previous 13F -205 shares

    0.12% of the 13F portfolio, value $2,541,314.

    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 36,385 shares
    Change vs previous 13F -1,952 shares

    0.09% of the 13F portfolio, value $2,055,406.

    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 38,337 shares
    Change vs previous 13F +3,303 shares

    0.11% of the 13F portfolio, value $2,276,831.

    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 35,034 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,030,569.

    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).