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Disclosery

CoreCap Advisors, LLC: PDI position timeline

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

CoreCap Advisors, LLC held 54,559 PDI 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 54,559 shares
    Change vs previous 13F +4,551 shares

    0.02% of the 13F portfolio, value $765,465.

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

  2. period ended2026-06-30
    13F 50,008 shares
    Change vs previous 13F -1,328 shares

    0.02% of the 13F portfolio, value $835,130.

    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 51,336 shares
    Change vs previous 13F +6,828 shares

    0.03% of the 13F portfolio, value $878,373.

    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 44,508 shares
    Change vs previous 13F -8,284 shares

    0.03% of the 13F portfolio, value $788,242.

    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 52,792 shares
    Change vs previous 13F +2,929 shares

    0.04% of the 13F portfolio, value $1,045,289.

    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 49,863 shares
    Change vs previous 13F -4,548 shares

    0.04% of the 13F portfolio, value $945,913.

    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 54,411 shares
    Change vs previous 13F -8,139 shares

    0.05% of the 13F portfolio, value $1,077,336.

    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 62,550 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,147,171.

    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).