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CoreCap Advisors, LLC: IVE position timeline

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

CoreCap Advisors, LLC held 107,532 IVE 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 107,532 shares
    Change vs previous 13F +2,825 shares

    0.71% of the 13F portfolio, value $24,547,592.

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

  2. period ended2026-06-30
    13F 104,707 shares
    Change vs previous 13F -1,766 shares

    0.7% of the 13F portfolio, value $23,774,863.

    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 106,473 shares
    Change vs previous 13F +30,708 shares

    0.77% of the 13F portfolio, value $22,481,901.

    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 75,765 shares
    Change vs previous 13F +11,236 shares

    0.56% of the 13F portfolio, value $16,067,515.

    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 64,529 shares
    Change vs previous 13F -166 shares

    0.48% of the 13F portfolio, value $13,325,991.

    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 64,695 shares
    Change vs previous 13F -14,893 shares

    0.51% of the 13F portfolio, value $12,642,697.

    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 79,588 shares
    Change vs previous 13F +37,651 shares

    0.67% of the 13F portfolio, value $15,167,972.

    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 41,937 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $8,005,003.

    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).