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Alpha Cubed Investments, LLC: XLV position timeline

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

Alpha Cubed Investments, LLC held 13,278 XLV 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 13,278 shares
    Change vs previous 13F +10,262 shares

    0.07% of the 13F portfolio, value $2,055,434.

    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 3,016 shares
    Change vs previous 13F -224 shares

    0.01% of the 13F portfolio, value $419,680.

    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 3,240 shares
    Change vs previous 13F -8,218 shares

    0.02% of the 13F portfolio, value $436,752.

    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 11,458 shares
    Change vs previous 13F -7,250 shares

    0.07% of the 13F portfolio, value $1,672,983.

    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 18,708 shares
    Change vs previous 13F +15,134 shares

    0.12% of the 13F portfolio, value $2,573,660.

    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 3,574 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $550,467.

    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 3,524 shares
    Change vs previous 13F -19,901 shares

    0.02% of the 13F portfolio, value $513,623.

    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 23,425 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,460,641.

    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).