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CoreCap Advisors, LLC: SHV position timeline

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

CoreCap Advisors, LLC held 25,260 SHV 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 25,260 shares
    Change vs previous 13F -1,257 shares

    0.08% of the 13F portfolio, value $2,786,744.

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

  2. period ended2026-06-30
    13F 26,517 shares
    Change vs previous 13F -3,192 shares

    0.09% of the 13F portfolio, value $2,926,175.

    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 29,709 shares
    Change vs previous 13F -9,376 shares

    0.11% of the 13F portfolio, value $3,279,675.

    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 39,085 shares
    Change vs previous 13F -2,481 shares

    0.15% of the 13F portfolio, value $4,305,223.

    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 41,566 shares
    Change vs previous 13F -3,546 shares

    0.17% of the 13F portfolio, value $4,592,672.

    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 45,112 shares
    Change vs previous 13F -651 shares

    0.2% of the 13F portfolio, value $4,981,373.

    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 45,763 shares
    Change vs previous 13F -4,971 shares

    0.22% of the 13F portfolio, value $5,054,958.

    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 50,734 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,586,374.

    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).