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Alpha Cubed Investments, LLC: XLU position timeline

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

Alpha Cubed Investments, LLC held 29,726 XLU 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 29,726 shares
    Change vs previous 13F +14,480 shares

    0.04% of the 13F portfolio, value $1,269,021.

    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 15,246 shares
    Change vs previous 13F -163 shares

    0.05% of the 13F portfolio, value $1,329,601.

    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 15,409 shares
    Change vs previous 13F -11,666 shares

    0.05% of the 13F portfolio, value $1,258,318.

    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 27,075 shares
    Change vs previous 13F -3,431 shares

    0.1% of the 13F portfolio, value $2,134,885.

    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 30,506 shares
    Change vs previous 13F +19,550 shares

    0.11% of the 13F portfolio, value $2,309,013.

    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 10,956 shares
    Change vs previous 13F +109 shares

    0.04% of the 13F portfolio, value $885,040.

    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 10,847 shares
    Change vs previous 13F -151 shares

    0.04% of the 13F portfolio, value $739,092.

    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 10,998 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $722,035.

    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).