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Disclosery

AlphaCore Capital LLC: USMV position timeline

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

AlphaCore Capital LLC held 57,885 USMV 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 57,885 shares
    Change vs previous 13F +415 shares

    0.1% of the 13F portfolio, value $5,583,555.

    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 57,470 shares
    Change vs previous 13F -1,017 shares

    0.13% of the 13F portfolio, value $5,329,743.

    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 58,487 shares
    Change vs previous 13F -3,084 shares

    0.12% of the 13F portfolio, value $5,507,101.

    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 61,571 shares
    Change vs previous 13F +168 shares

    0.2% of the 13F portfolio, value $5,857,891.

    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 61,403 shares
    Change vs previous 13F +47 shares

    0.22% of the 13F portfolio, value $5,763,920.

    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 61,356 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,746,644.

    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).