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Core Wealth Advisors, Inc.: BUFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Core Wealth Advisors, Inc. on BUFR, newest first. How the timeline and the estimate are built.

Core Wealth Advisors, Inc. held 179,303 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,303 shares
    Change vs previous 13F +7,888 shares

    1.32% of the 13F portfolio, value $6,549,920.

    13F-HR 0001770532-26-000004 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 171,415 shares
    Change vs previous 13F +28,625 shares

    1.38% of the 13F portfolio, value $5,788,668.

    13F-HR 0001770532-26-000003 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 142,790 shares
    Change vs previous 13F +9,306 shares

    1.27% of the 13F portfolio, value $4,891,968.

    13F-HR 0001770532-26-000002 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 133,484 shares
    Change vs previous 13F -33,796 shares

    1.16% of the 13F portfolio, value $4,461,019.

    13F-HR 0001770532-25-000009 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 167,280 shares
    Change vs previous 13F +24,896 shares

    1.53% of the 13F portfolio, value $5,319,504.

    13F-HR 0001770532-25-000005 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 142,384 shares
    Change vs previous 13F +24,173 shares

    1.34% of the 13F portfolio, value $4,227,381.

    13F-HR 0001770532-25-000004 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 118,211 shares
    Change vs previous 13F +17,368 shares

    1.19% of the 13F portfolio, value $3,601,889.

    13F-HR 0001770532-25-000001 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 100,843 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,014,197.

    13F-HR 0001770532-24-000006 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).