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Core Wealth Advisors, Inc.: CGDV position timeline

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

Core Wealth Advisors, Inc. held 573,014 CGDV 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 573,014 shares
    Change vs previous 13F +16,405 shares

    5.68% of the 13F portfolio, value $28,238,110.

    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 556,609 shares
    Change vs previous 13F +25,022 shares

    5.65% of the 13F portfolio, value $23,678,163.

    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 531,587 shares
    Change vs previous 13F +15,393 shares

    6.02% of the 13F portfolio, value $23,198,474.

    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 516,194 shares
    Change vs previous 13F +247,073 shares

    5.66% of the 13F portfolio, value $21,695,632.

    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 269,121 shares
    Change vs previous 13F +17,996 shares

    3.05% of the 13F portfolio, value $10,627,575.

    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 251,125 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $8,950,095.

    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).