Skip to content
Disclosery

CoreCap Advisors, LLC: LPLA position timeline

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

CoreCap Advisors, LLC held 235 LPLA 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 235 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $71,934.

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

  2. period ended2026-06-30
    13F 216 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $60,873.

    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 202 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $61,053.

    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 186 shares
    Change vs previous 13F -324 shares

    <0.01% of the 13F portfolio, value $66,362.

    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 510 shares
    Change vs previous 13F -1,278 shares

    0.01% of the 13F portfolio, value $169,895.

    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 1,788 shares
    Change vs previous 13F +1,619 shares

    0.03% of the 13F portfolio, value $670,651.

    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 169 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $55,426.

    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 169 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $55,276.

    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).