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Disclosery

AlphaCore Capital LLC: IWF position timeline

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

AlphaCore Capital LLC held 58,945 IWF 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 58,945 shares
    Change vs previous 13F +44,962 shares

    0.13% of the 13F portfolio, value $7,319,209.

    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 13,983 shares
    Change vs previous 13F -607 shares

    0.14% of the 13F portfolio, value $5,962,290.

    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 14,590 shares
    Change vs previous 13F -1,301 shares

    0.15% of the 13F portfolio, value $6,905,677.

    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 15,891 shares
    Change vs previous 13F +143 shares

    0.25% of the 13F portfolio, value $7,443,540.

    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 15,748 shares
    Change vs previous 13F +1,496 shares

    0.25% of the 13F portfolio, value $6,686,101.

    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 14,252 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $5,146,344.

    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).