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Disclosery

AlphaCore Capital LLC: PM position timeline

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

AlphaCore Capital LLC held 38,226 PM 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 38,226 shares
    Change vs previous 13F -1,178 shares

    0.13% of the 13F portfolio, value $6,915,537.

    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 39,404 shares
    Change vs previous 13F -18,385 shares

    0.16% of the 13F portfolio, value $6,573,169.

    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 57,789 shares
    Change vs previous 13F -46,162 shares

    0.21% of the 13F portfolio, value $9,269,299.

    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 103,951 shares
    Change vs previous 13F +99,757 shares

    0.57% of the 13F portfolio, value $16,860,844.

    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 4,194 shares
    Change vs previous 13F +1,831 shares

    0.03% of the 13F portfolio, value $761,030.

    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 2,363 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $378,053.

    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).