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Disclosery

AlphaCore Capital LLC: XLY position timeline

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

AlphaCore Capital LLC held 67,444 XLY 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 67,444 shares
    Change vs previous 13F +8,147 shares

    0.15% of the 13F portfolio, value $7,909,865.

    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 59,297 shares
    Change vs previous 13F -6,533 shares

    0.15% of the 13F portfolio, value $6,462,195.

    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 65,830 shares
    Change vs previous 13F +31,397 shares

    0.18% of the 13F portfolio, value $7,860,813.

    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 34,433 shares
    Change vs previous 13F +21 shares

    0.28% of the 13F portfolio, value $8,251,564.

    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 34,412 shares
    Change vs previous 13F +33,561 shares

    0.28% of the 13F portfolio, value $7,478,616.

    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 851 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $168,084.

    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).