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Disclosery

AlphaCore Capital LLC: SCHB position timeline

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

AlphaCore Capital LLC held 5,233,490 SCHB 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 5,233,490 shares
    Change vs previous 13F -120,214 shares

    2.79% of the 13F portfolio, value $151,561,869.

    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 5,353,704 shares
    Change vs previous 13F -456,774 shares

    3.19% of the 13F portfolio, value $134,377,967.

    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 5,810,478 shares
    Change vs previous 13F -292,086 shares

    3.42% of the 13F portfolio, value $152,408,848.

    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 6,102,564 shares
    Change vs previous 13F +149,100 shares

    5.28% of the 13F portfolio, value $156,896,918.

    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 5,953,464 shares
    Change vs previous 13F +5,556,673 shares

    5.4% of the 13F portfolio, value $141,871,051.

    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 396,791 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $8,542,911.

    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).