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CoreCap Advisors, LLC: XLV position timeline

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

CoreCap Advisors, LLC held 22,487 XLV 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 22,487 shares
    Change vs previous 13F +9,070 shares

    0.11% of the 13F portfolio, value $3,787,292.

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

  2. period ended2026-06-30
    13F 13,417 shares
    Change vs previous 13F -3,126 shares

    0.06% of the 13F portfolio, value $2,128,713.

    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 16,543 shares
    Change vs previous 13F -4,153 shares

    0.08% of the 13F portfolio, value $2,425,443.

    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 20,696 shares
    Change vs previous 13F +405 shares

    0.11% of the 13F portfolio, value $3,203,709.

    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 20,291 shares
    Change vs previous 13F +2,379 shares

    0.1% of the 13F portfolio, value $2,823,991.

    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 17,912 shares
    Change vs previous 13F -7,537 shares

    0.1% of the 13F portfolio, value $2,414,368.

    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 25,449 shares
    Change vs previous 13F +7,952 shares

    0.16% of the 13F portfolio, value $3,715,800.

    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 17,497 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,407,082.

    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).