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AlphaCore Capital LLC: IVV position timeline

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

AlphaCore Capital LLC held 85,754 IVV 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 85,754 shares
    Change vs previous 13F +44,760 shares

    1.18% of the 13F portfolio, value $64,220,438.

    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 40,994 shares
    Change vs previous 13F -6,158 shares

    0.63% of the 13F portfolio, value $26,777,546.

    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 47,152 shares
    Change vs previous 13F +19,956 shares

    0.72% of the 13F portfolio, value $32,296,550.

    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 27,196 shares
    Change vs previous 13F -161 shares

    0.61% of the 13F portfolio, value $18,202,120.

    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 27,357 shares
    Change vs previous 13F +13,191 shares

    0.65% of the 13F portfolio, value $16,986,009.

    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 14,166 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $7,960,086.

    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).