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Disclosery

CoreCap Advisors, LLC: CMS position timeline

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

CoreCap Advisors, LLC held 4,351 CMS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,351 shares
    Change vs previous 13F +513 shares

    0.01% of the 13F portfolio, value $274,464.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,838 shares
    Change vs previous 13F +1,069 shares

    0.01% of the 13F portfolio, value $293,610.

    13F-HR 0001902501-26-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,769 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $214,822.

    13F-HR 0001902501-26-000002 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,637 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $184,370.

    13F-HR 0001902501-26-000001 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,639 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $193,370.

    13F-HR 0001902501-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,621 shares
    Change vs previous 13F -135 shares

    0.01% of the 13F portfolio, value $181,618.

    13F-HR 0001902501-25-000004 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,756 shares
    Change vs previous 13F -368 shares

    0.01% of the 13F portfolio, value $207,041.

    13F-HR 0001984732-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,124 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,248.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).