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Alpha Cubed Investments, LLC: XLE position timeline

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

Alpha Cubed Investments, LLC held 25,962 XLE 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 25,962 shares
    Change vs previous 13F +12,367 shares

    0.04% of the 13F portfolio, value $1,160,741.

    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 13,595 shares
    Change vs previous 13F -481 shares

    0.04% of the 13F portfolio, value $1,214,546.

    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 14,076 shares
    Change vs previous 13F -2,712 shares

    0.05% of the 13F portfolio, value $1,193,781.

    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 16,788 shares
    Change vs previous 13F -5,098 shares

    0.07% of the 13F portfolio, value $1,568,837.

    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 21,886 shares
    Change vs previous 13F +9,922 shares

    0.09% of the 13F portfolio, value $1,874,752.

    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 11,964 shares
    Change vs previous 13F -6,197 shares

    0.05% of the 13F portfolio, value $1,050,415.

    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 18,161 shares
    Change vs previous 13F -11,818 shares

    0.08% of the 13F portfolio, value $1,655,358.

    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 29,979 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,830,326.

    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).