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CoreCap Advisors, LLC: WSO position timeline

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

CoreCap Advisors, LLC held 1,651 WSO 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 1,651 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $499,883.

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

  2. period ended2026-06-30
    13F 1,926 shares
    Change vs previous 13F -244 shares

    0.02% of the 13F portfolio, value $802,732.

    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 2,170 shares
    Change vs previous 13F -240 shares

    0.03% of the 13F portfolio, value $789,661.

    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 2,410 shares
    Change vs previous 13F -403 shares

    0.03% of the 13F portfolio, value $812,136.

    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 2,813 shares
    Change vs previous 13F -665 shares

    0.04% of the 13F portfolio, value $1,137,313.

    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 3,478 shares
    Change vs previous 13F +152 shares

    0.06% of the 13F portfolio, value $1,536,113.

    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 3,326 shares
    Change vs previous 13F -31 shares

    0.07% of the 13F portfolio, value $1,690,460.

    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 3,357 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,590,643.

    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).