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Disclosery

CoreCap Advisors, LLC: IVW position timeline

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

CoreCap Advisors, LLC held 105,078 IVW 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 105,078 shares
    Change vs previous 13F -32,924 shares

    0.43% of the 13F portfolio, value $14,948,531.

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

  2. period ended2026-06-30
    13F 138,002 shares
    Change vs previous 13F +25,279 shares

    0.56% of the 13F portfolio, value $18,979,432.

    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 112,723 shares
    Change vs previous 13F -28,928 shares

    0.43% of the 13F portfolio, value $12,750,115.

    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 141,651 shares
    Change vs previous 13F -1,420 shares

    0.61% of the 13F portfolio, value $17,459,911.

    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 143,071 shares
    Change vs previous 13F -30,093 shares

    0.63% of the 13F portfolio, value $17,271,615.

    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 173,164 shares
    Change vs previous 13F +35,843 shares

    0.77% of the 13F portfolio, value $19,065,369.

    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 137,321 shares
    Change vs previous 13F +9,196 shares

    0.56% of the 13F portfolio, value $12,747,547.

    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 128,125 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $13,008,513.

    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).