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Disclosery

AlphaCore Capital LLC: IYF position timeline

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

AlphaCore Capital LLC held 21,434 IYF 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 21,434 shares
    Change vs previous 13F -5,156 shares

    0.05% of the 13F portfolio, value $2,733,018.

    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 26,590 shares
    Change vs previous 13F -137,071 shares

    0.07% of the 13F portfolio, value $3,128,632.

    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 163,661 shares
    Change vs previous 13F +148,034 shares

    0.47% of the 13F portfolio, value $21,100,762.

    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 15,627 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,979,003.

    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 15,627 shares
    Change vs previous 13F +15,608 shares

    0.07% of the 13F portfolio, value $1,890,711.

    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 19 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,144.

    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).