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CoreCap Advisors, LLC: XLF position timeline

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

CoreCap Advisors, LLC held 152,160 XLF 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 152,160 shares
    Change vs previous 13F +16,151 shares

    0.23% of the 13F portfolio, value $8,125,391.

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

  2. period ended2026-06-30
    13F 136,009 shares
    Change vs previous 13F -125,969 shares

    0.22% of the 13F portfolio, value $7,291,443.

    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 261,978 shares
    Change vs previous 13F +40,381 shares

    0.44% of the 13F portfolio, value $12,933,863.

    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 221,597 shares
    Change vs previous 13F -14,228 shares

    0.42% of the 13F portfolio, value $12,136,884.

    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 235,825 shares
    Change vs previous 13F +154,343 shares

    0.46% of the 13F portfolio, value $12,703,915.

    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 81,482 shares
    Change vs previous 13F -24,241 shares

    0.17% of the 13F portfolio, value $4,267,257.

    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 105,723 shares
    Change vs previous 13F +1,486 shares

    0.23% of the 13F portfolio, value $5,266,074.

    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 104,237 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,037,768.

    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).