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Disclosery

CoreCap Advisors, LLC: IDU position timeline

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

CoreCap Advisors, LLC held 656 IDU 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 656 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $66,159.

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

  2. period ended2026-06-30
    13F 760 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $87,111.

    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 342 shares
    Change vs previous 13F -31,256 shares

    <0.01% of the 13F portfolio, value $39,716.

    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 31,598 shares
    Change vs previous 13F -18,343 shares

    0.12% of the 13F portfolio, value $3,423,964.

    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 49,941 shares
    Change vs previous 13F +49,545 shares

    0.2% of the 13F portfolio, value $5,538,457.

    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 396 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $41,410.

    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 396 shares
    Change vs previous 13F -38,452 shares

    <0.01% of the 13F portfolio, value $40,162.

    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 38,848 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,737,566.

    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).