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Disclosery

AlphaCore Capital LLC: SCHV position timeline

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

AlphaCore Capital LLC held 7,725 SCHV 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 7,725 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $268,912.

    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 7,701 shares
    Change vs previous 13F -396 shares

    0.01% of the 13F portfolio, value $234,889.

    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 8,097 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $239,744.

    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 8,068 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $234,856.

    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 8,041 shares
    Change vs previous 13F +345 shares

    0.01% of the 13F portfolio, value $222,508.

    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 7,696 shares
    Change vs previous 13F +363 shares

    0.02% of the 13F portfolio, value $204,572.

    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 7,333 shares
    Change vs previous 13F +4,749 shares

    0.04% of the 13F portfolio, value $191,165.

    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 2,584 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $207,696.

    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).