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Disclosery

CoreCap Advisors, LLC: WM position timeline

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

CoreCap Advisors, LLC held 4,759 WM 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 4,759 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $970,461.

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

  2. period ended2026-06-30
    13F 4,791 shares
    Change vs previous 13F +449 shares

    0.03% of the 13F portfolio, value $1,067,829.

    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 4,342 shares
    Change vs previous 13F +34 shares

    0.03% of the 13F portfolio, value $997,920.

    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 4,308 shares
    Change vs previous 13F +137 shares

    0.03% of the 13F portfolio, value $946,612.

    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 4,171 shares
    Change vs previous 13F +285 shares

    0.03% of the 13F portfolio, value $921,122.

    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 3,886 shares
    Change vs previous 13F +382 shares

    0.04% of the 13F portfolio, value $889,412.

    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 3,504 shares
    Change vs previous 13F +240 shares

    0.04% of the 13F portfolio, value $811,174.

    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 3,264 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $658,737.

    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).