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CoreCap Advisors, LLC: EFV position timeline

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

CoreCap Advisors, LLC held 88,680 EFV 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 88,680 shares
    Change vs previous 13F -11,029 shares

    0.2% of the 13F portfolio, value $7,018,181.

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

  2. period ended2026-06-30
    13F 99,709 shares
    Change vs previous 13F -26,634 shares

    0.23% of the 13F portfolio, value $7,632,740.

    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 126,343 shares
    Change vs previous 13F +2,840 shares

    0.32% of the 13F portfolio, value $9,393,628.

    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 123,503 shares
    Change vs previous 13F +6,652 shares

    0.31% of the 13F portfolio, value $8,819,374.

    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 116,851 shares
    Change vs previous 13F -7,731 shares

    0.29% of the 13F portfolio, value $7,926,055.

    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 124,582 shares
    Change vs previous 13F +19,453 shares

    0.32% of the 13F portfolio, value $7,908,513.

    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 105,129 shares
    Change vs previous 13F +16,343 shares

    0.27% of the 13F portfolio, value $6,196,318.

    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 88,786 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,658,586.

    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).