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CoreCap Advisors, LLC: WFC position timeline

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

CoreCap Advisors, LLC held 8,696 WFC 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 8,696 shares
    Change vs previous 13F -239 shares

    0.02% of the 13F portfolio, value $696,165.

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

  2. period ended2026-06-30
    13F 8,935 shares
    Change vs previous 13F +1,817 shares

    0.02% of the 13F portfolio, value $738,424.

    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 7,118 shares
    Change vs previous 13F +969 shares

    0.02% of the 13F portfolio, value $566,693.

    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 6,149 shares
    Change vs previous 13F +420 shares

    0.02% of the 13F portfolio, value $573,083.

    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 5,729 shares
    Change vs previous 13F +791 shares

    0.02% of the 13F portfolio, value $480,206.

    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 4,938 shares
    Change vs previous 13F -2,155 shares

    0.02% of the 13F portfolio, value $395,633.

    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 7,093 shares
    Change vs previous 13F +1,433 shares

    0.02% of the 13F portfolio, value $509,171.

    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 5,660 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $397,532.

    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).