Current Market Value 2,636,290,263
Current Holdings 297
Most Recent File Date 2025-08-07
Total Filings on Record 48
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Alpha Cubed Investments, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 297 2,636,290
2025-04-30 2025-03-31 13F-HR 301 2,241,091
2025-01-17 2024-12-31 13F-HR 267 2,187,077
2024-10-07 2024-09-30 13F-HR 269 2,246,448
2024-07-15 2024-06-30 13F-HR 293 2,097,809
2024-04-23 2024-03-31 13F-HR 295 1,914,320
2024-02-05 2023-12-31 13F-HR 280 1,787,854
2023-10-19 2023-09-30 13F-HR 262 1,487,548
2023-07-20 2023-06-30 13F-HR 270 1,483,322
2023-04-27 2023-03-31 13F-HR 284 1,382,231
2023-01-25 2022-12-31 13F-HR 282 1,321,145
2022-11-04 2022-09-30 13F-HR 258 1,281,127
2022-07-22 2022-06-30 13F-HR 314 1,377,078
2022-04-22 2022-03-31 13F-HR 335 1,561,148
2022-01-19 2021-12-31 13F-HR 273 1,528,215
2021-10-26 2021-09-30 13F-HR 266 1,329,396
2021-07-20 2021-06-30 13F-HR 267 1,384,031
2021-04-23 2021-03-31 13F-HR 259 1,286,855
2021-01-29 2020-12-31 13F-HR 261 1,171,115
2020-10-14 2020-09-30 13F-HR 233 1,045,638
2020-07-13 2020-06-30 13F-HR 220 913,671
2020-04-10 2020-03-31 13F-HR 223 831,791
2020-01-17 2019-12-31 13F-HR 257 972,027
2019-10-18 2019-09-30 13F-HR 255 857,435
2019-07-19 2019-06-30 13F-HR 256 863,802
2019-04-26 2019-03-31 13F-HR 245 825,496
2019-01-29 2018-12-31 13F-HR 225 667,496
2018-10-25 2018-09-30 13F-HR 320 858,360
2018-07-26 2018-06-30 13F-HR 227 776,170
2018-05-09 2018-03-31 13F-HR 225 765,709
2018-02-09 2017-12-31 13F-HR 241 765,954
2017-10-23 2017-09-30 13F-HR 230 664,347
2017-07-27 2017-06-30 13F-HR 206 582,429
2017-05-02 2017-03-31 13F-HR 188 489,480
2017-01-30 2016-12-31 13F-HR 188 416,842
2016-10-24 2016-09-30 13F-HR 177 372,211
2016-08-12 2016-06-30 13F-HR/A 1 R 145 290,035
2016-08-05 2016-06-30 13F-HR 57 37,416
2016-05-10 2016-03-31 13F-HR 158 327,610
2016-02-08 2015-12-31 13F-HR 176 383,092
2015-11-09 2015-09-30 13F-HR 189 381,524
2015-08-03 2015-06-30 13F-HR 183 372,860
2015-05-13 2015-03-31 13F-HR 174 321,320
2015-01-30 2014-12-31 13F-HR 0 0
2014-10-28 2014-09-30 13F-HR 145 211,988
2014-07-21 2014-06-30 13F-HR 167 224,409
2014-04-11 2014-03-31 13F-HR 162 192,689
2014-03-07 2013-12-31 13F-HR 203 279,601