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Disclosery

AlphaCore Capital LLC: CRM position timeline

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

AlphaCore Capital LLC held 20,796 CRM 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 20,796 shares
    Change vs previous 13F +7,091 shares

    0.06% of the 13F portfolio, value $3,266,020.

    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 13,705 shares
    Change vs previous 13F +1,574 shares

    0.06% of the 13F portfolio, value $2,558,398.

    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 12,131 shares
    Change vs previous 13F +3,546 shares

    0.07% of the 13F portfolio, value $3,218,614.

    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 8,585 shares
    Change vs previous 13F +1,298 shares

    0.07% of the 13F portfolio, value $2,038,207.

    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 7,287 shares
    Change vs previous 13F +1,035 shares

    0.08% of the 13F portfolio, value $1,990,072.

    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 6,252 shares
    Change vs previous 13F +2,314 shares

    0.14% of the 13F portfolio, value $1,677,896.

    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 3,938 shares
    Change vs previous 13F -2,459 shares

    0.28% of the 13F portfolio, value $1,318,045.

    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 6,397 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,753,437.

    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).