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CoreCap Advisors, LLC: IYZ position timeline

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

CoreCap Advisors, LLC held 5,210 IYZ 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 5,210 shares
    Change vs previous 13F -140,769 shares

    0.01% of the 13F portfolio, value $214,586.

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

  2. period ended2026-06-30
    13F 145,979 shares
    Change vs previous 13F +93,680 shares

    0.18% of the 13F portfolio, value $6,176,368.

    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 52,299 shares
    Change vs previous 13F -106,761 shares

    0.07% of the 13F portfolio, value $2,056,412.

    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 159,060 shares
    Change vs previous 13F -23,492 shares

    0.19% of the 13F portfolio, value $5,392,141.

    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 182,552 shares
    Change vs previous 13F +175,339 shares

    0.21% of the 13F portfolio, value $5,889,128.

    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 7,213 shares
    Change vs previous 13F +3,330 shares

    0.01% of the 13F portfolio, value $214,803.

    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 3,883 shares
    Change vs previous 13F -149,593 shares

    <0.01% of the 13F portfolio, value $106,355.

    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 153,476 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,117,761.

    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).