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Disclosery

AlphaCore Capital LLC: MORT position timeline

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

AlphaCore Capital LLC held 87,395 MORT 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 87,395 shares
    Change vs previous 13F +44,078 shares

    0.02% of the 13F portfolio, value $905,410.

    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 43,317 shares
    Change vs previous 13F -1,433 shares

    0.01% of the 13F portfolio, value $444,430.

    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 44,750 shares
    Change vs previous 13F -22,906 shares

    0.01% of the 13F portfolio, value $470,320.

    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 67,656 shares
    Change vs previous 13F -398 shares

    0.02% of the 13F portfolio, value $728,651.

    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 68,054 shares
    Change vs previous 13F +7,660 shares

    0.03% of the 13F portfolio, value $718,652.

    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 60,394 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $674,604.

    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).