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CoreCap Advisors, LLC: DTE position timeline

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

CoreCap Advisors, LLC held 32,792 DTE 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 32,792 shares
    Change vs previous 13F +481 shares

    0.11% of the 13F portfolio, value $3,994,073.

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

  2. period ended2026-06-30
    13F 32,311 shares
    Change vs previous 13F -352 shares

    0.15% of the 13F portfolio, value $4,923,237.

    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 32,663 shares
    Change vs previous 13F -30,265 shares

    0.16% of the 13F portfolio, value $4,775,999.

    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 62,928 shares
    Change vs previous 13F +32,151 shares

    0.28% of the 13F portfolio, value $8,116,515.

    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 30,777 shares
    Change vs previous 13F -301 shares

    0.16% of the 13F portfolio, value $4,352,838.

    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 31,078 shares
    Change vs previous 13F +2,166 shares

    0.17% of the 13F portfolio, value $4,116,659.

    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 28,912 shares
    Change vs previous 13F -993 shares

    0.18% of the 13F portfolio, value $3,997,679.

    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 29,905 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,610,997.

    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).