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Disclosery

CoreCap Advisors, LLC: IWD position timeline

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

CoreCap Advisors, LLC held 2,591 IWD 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 2,591 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $642,387.

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

  2. period ended2026-06-30
    13F 2,631 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $637,833.

    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 2,608 shares
    Change vs previous 13F -92 shares

    0.02% of the 13F portfolio, value $557,251.

    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 2,700 shares
    Change vs previous 13F +254 shares

    0.02% of the 13F portfolio, value $567,918.

    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 2,446 shares
    Change vs previous 13F +847 shares

    0.02% of the 13F portfolio, value $497,981.

    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 1,599 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $310,574.

    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 1,529 shares
    Change vs previous 13F +704 shares

    0.01% of the 13F portfolio, value $287,697.

    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 825 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $152,732.

    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).