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Disclosery

CoreCap Advisors, LLC: IBM position timeline

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

CoreCap Advisors, LLC held 41,308 IBM 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 41,308 shares
    Change vs previous 13F +2,916 shares

    0.26% of the 13F portfolio, value $9,084,925.

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

  2. period ended2026-06-30
    13F 38,392 shares
    Change vs previous 13F +7,490 shares

    0.32% of the 13F portfolio, value $10,796,239.

    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 30,902 shares
    Change vs previous 13F +1,957 shares

    0.25% of the 13F portfolio, value $7,490,547.

    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 28,945 shares
    Change vs previous 13F +4,883 shares

    0.3% of the 13F portfolio, value $8,573,693.

    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 24,062 shares
    Change vs previous 13F -1,133 shares

    0.25% of the 13F portfolio, value $6,789,526.

    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 25,195 shares
    Change vs previous 13F +2,298 shares

    0.3% of the 13F portfolio, value $7,427,201.

    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 22,897 shares
    Change vs previous 13F -2,800 shares

    0.25% of the 13F portfolio, value $5,693,586.

    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 25,697 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,648,947.

    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).