Skip to content
Disclosery

AlphaCore Capital LLC: IVW position timeline

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

AlphaCore Capital LLC held 258,194 IVW 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 258,194 shares
    Change vs previous 13F -21,478 shares

    0.65% of the 13F portfolio, value $35,509,436.

    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 279,672 shares
    Change vs previous 13F -19,863 shares

    0.75% of the 13F portfolio, value $31,633,688.

    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 299,535 shares
    Change vs previous 13F +251,375 shares

    0.83% of the 13F portfolio, value $36,920,645.

    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 48,160 shares
    Change vs previous 13F -295 shares

    0.2% of the 13F portfolio, value $5,813,828.

    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 48,455 shares
    Change vs previous 13F +36,023 shares

    0.2% of the 13F portfolio, value $5,334,924.

    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 12,432 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,154,098.

    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).