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CoreCap Advisors, LLC: IWM position timeline

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

CoreCap Advisors, LLC held 15,994 IWM 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 15,994 shares
    Change vs previous 13F -17,646 shares

    0.13% of the 13F portfolio, value $4,444,712.

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

  2. period ended2026-06-30
    13F 33,640 shares
    Change vs previous 13F -44,567 shares

    0.3% of the 13F portfolio, value $10,106,988.

    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 78,207 shares
    Change vs previous 13F +60,934 shares

    0.66% of the 13F portfolio, value $19,395,465.

    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 17,273 shares
    Change vs previous 13F +1,287 shares

    0.15% of the 13F portfolio, value $4,251,804.

    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 15,986 shares
    Change vs previous 13F -6,522 shares

    0.14% of the 13F portfolio, value $3,868,098.

    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 22,508 shares
    Change vs previous 13F +533 shares

    0.2% of the 13F portfolio, value $4,857,113.

    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 21,975 shares
    Change vs previous 13F +7,091 shares

    0.19% of the 13F portfolio, value $4,383,697.

    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 14,884 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,288,773.

    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).