Alpha Cubed Investments, LLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 19 quarters from 2013-12-31 to 2025-12-31, Alpha Cubed Investments, LLC opened 2 positions, added to 2, reduced 4 and sold out of 5.
- Q2 2014: Stock JPMORGAN CHASE & CO; Country of operation —; Class ALERIAN ML ETN; Shares before 10,392.
- Q1 2014: Stock LINNCO LLC; Country of operation —; Class COMSHS LTD INT; Shares before 80,334.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1580830), 19 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-24); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-28); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-21); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Saudi Electronic Games Holding Co | $2.923B | 1 | |
| Ascent Group, LLC | United States | $2.925B | 2,604 |
| Argent Trust Co | United States | $2.916B | 1,472 |
| GTS SECURITIES LLC | United States | $2.932B | 1,356 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | United States | $2.934B | 549 |
| Hirtle & Co., LLC | United States | $2.937B | 110 |
| CHILTON CAPITAL MANAGEMENT LLC | United States | $2.907B | 666 |
| Krilogy Financial LLC | United States | $2.940B | 920 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | Japan | $2.904B | 524 |
| HOLLENCREST CAPITAL MANAGEMENT | United States | $2.903B | 1,188 |