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Disclosery

AlphaCore Capital LLC: BSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AlphaCore Capital LLC on BSM, newest first. How the timeline and the estimate are built.

AlphaCore Capital LLC held 138,860 BSM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,860 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,939,874.

    13F-HR 0001398344-26-013677 filed by AlphaCore Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 138,860 shares
    Change vs previous 13F +7,898 shares

    0.05% of the 13F portfolio, value $2,099,563.

    13F-HR 0001398344-26-009278 filed by AlphaCore Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 130,962 shares
    Change vs previous 13F +37,932 shares

    0.04% of the 13F portfolio, value $1,740,485.

    13F-HR 0001398344-26-002286 filed by AlphaCore Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 93,030 shares
    Change vs previous 13F -950 shares

    0.04% of the 13F portfolio, value $1,222,414.

    13F-HR 0001398344-25-020689 filed by AlphaCore Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 93,980 shares
    Change vs previous 13F +15,000 shares

    0.05% of the 13F portfolio, value $1,229,258.

    13F-HR 0001398344-25-015018 filed by AlphaCore Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 78,980 shares
    Change vs previous 13F +20,430 shares

    0.1% of the 13F portfolio, value $1,206,025.

    13F-HR 0001398344-25-009148 filed by AlphaCore Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 58,550 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $854,830.

    13F-HR 0001398344-25-003188 filed by AlphaCore Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 58,550 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $884,105.

    13F-HR 0001398344-24-020407 filed by AlphaCore Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).