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CoreCap Advisors, LLC: IVV position timeline

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

CoreCap Advisors, LLC held 59,764 IVV 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 59,764 shares
    Change vs previous 13F +3,676 shares

    1.32% of the 13F portfolio, value $45,770,390.

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

  2. period ended2026-06-30
    13F 56,088 shares
    Change vs previous 13F +7,775 shares

    1.24% of the 13F portfolio, value $42,004,104.

    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 48,313 shares
    Change vs previous 13F -13,179 shares

    1.07% of the 13F portfolio, value $31,558,893.

    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 61,492 shares
    Change vs previous 13F +3,057 shares

    1.47% of the 13F portfolio, value $42,118,406.

    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 58,435 shares
    Change vs previous 13F +1,440 shares

    1.42% of the 13F portfolio, value $39,110,749.

    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 56,995 shares
    Change vs previous 13F +6,721 shares

    1.43% of the 13F portfolio, value $35,388,684.

    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 50,274 shares
    Change vs previous 13F -10,055 shares

    1.24% of the 13F portfolio, value $28,248,778.

    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 60,329 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $35,514,468.

    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).