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Disclosery

AlphaCore Capital LLC: IAUM position timeline

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

AlphaCore Capital LLC held 1,071,629 IAUM 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 1,071,629 shares
    Change vs previous 13F +131,395 shares

    0.79% of the 13F portfolio, value $42,875,876.

    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 940,234 shares
    Change vs previous 13F +188,400 shares

    1.04% of the 13F portfolio, value $43,908,928.

    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 751,834 shares
    Change vs previous 13F +65,196 shares

    0.72% of the 13F portfolio, value $32,321,344.

    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 686,638 shares
    Change vs previous 13F +68,356 shares

    0.89% of the 13F portfolio, value $26,435,563.

    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 618,282 shares
    Change vs previous 13F +5,578 shares

    0.78% of the 13F portfolio, value $20,397,123.

    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 612,704 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $19,097,984.

    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).