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Disclosery

AlphaCore Capital LLC: SCHD position timeline

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

AlphaCore Capital LLC held 125,289 SCHD 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 125,289 shares
    Change vs previous 13F +2,067 shares

    0.07% of the 13F portfolio, value $3,972,906.

    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 123,222 shares
    Change vs previous 13F -85,875 shares

    0.09% of the 13F portfolio, value $3,780,440.

    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 209,097 shares
    Change vs previous 13F +91,569 shares

    0.13% of the 13F portfolio, value $5,735,544.

    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 117,528 shares
    Change vs previous 13F +12,702 shares

    0.11% of the 13F portfolio, value $3,208,509.

    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 104,826 shares
    Change vs previous 13F +28,371 shares

    0.11% of the 13F portfolio, value $2,777,889.

    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 76,455 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,137,692.

    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).