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AlphaCore Capital LLC: IWD position timeline

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

AlphaCore Capital LLC held 6,082 IWD 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 6,082 shares
    Change vs previous 13F +697 shares

    0.03% of the 13F portfolio, value $1,474,483.

    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 5,385 shares
    Change vs previous 13F -939 shares

    0.03% of the 13F portfolio, value $1,150,600.

    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 6,324 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $1,330,091.

    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 6,286 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $1,279,718.

    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 6,284 shares
    Change vs previous 13F +4,575 shares

    0.05% of the 13F portfolio, value $1,220,569.

    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 1,709 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $321,481.

    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).