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Disclosery

AlphaCore Capital LLC: SCHG position timeline

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

AlphaCore Capital LLC held 82,350 SCHG 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 82,350 shares
    Change vs previous 13F +2,054 shares

    0.05% of the 13F portfolio, value $2,786,719.

    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 80,296 shares
    Change vs previous 13F +1,086 shares

    0.06% of the 13F portfolio, value $2,339,013.

    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 79,210 shares
    Change vs previous 13F +14,912 shares

    0.06% of the 13F portfolio, value $2,583,817.

    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 64,298 shares
    Change vs previous 13F +4,409 shares

    0.07% of the 13F portfolio, value $2,051,756.

    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 59,889 shares
    Change vs previous 13F +22,602 shares

    0.07% of the 13F portfolio, value $1,749,366.

    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 37,287 shares
    Change vs previous 13F +5,090 shares

    0.08% of the 13F portfolio, value $933,667.

    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).

  7. period ended2024-12-31
    13F 32,197 shares
    Change vs previous 13F +23,303 shares

    0.19% of the 13F portfolio, value $897,343.

    13F-HR 0001398344-25-003188 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).

  8. period ended2024-09-30
    13F 8,894 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $926,590.

    13F-HR 0001398344-24-020407 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).