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CoreCap Advisors, LLC: XLU position timeline

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

CoreCap Advisors, LLC held 34,565 XLU 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 34,565 shares
    Change vs previous 13F -9,635 shares

    0.04% of the 13F portfolio, value $1,363,256.

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

  2. period ended2026-06-30
    13F 44,200 shares
    Change vs previous 13F -149,698 shares

    0.06% of the 13F portfolio, value $2,004,023.

    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 193,898 shares
    Change vs previous 13F +148,819 shares

    0.3% of the 13F portfolio, value $8,897,999.

    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 45,079 shares
    Change vs previous 13F +21,225 shares

    0.07% of the 13F portfolio, value $1,924,422.

    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 23,854 shares
    Change vs previous 13F +4,066 shares

    0.08% of the 13F portfolio, value $2,080,350.

    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 19,788 shares
    Change vs previous 13F -9,000 shares

    0.07% of the 13F portfolio, value $1,615,934.

    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 28,788 shares
    Change vs previous 13F -8,224 shares

    0.1% of the 13F portfolio, value $2,269,970.

    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 37,012 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,801,467.

    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).