Core Wealth Advisors, Inc.: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Core Wealth Advisors, Inc. on EFA, newest first. How the timeline and the estimate are built.
Core Wealth Advisors, Inc. held 12,594 EFA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 12,594 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $1,308,265.
13F-HR 0001770532-26-000004 filed by Core Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,594 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $1,223,255.
13F-HR 0001770532-26-000003 filed by Core Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,594 sharesChange vs previous 13F -528 shares
0.31% of the 13F portfolio, value $1,209,402.
13F-HR 0001770532-26-000002 filed by Core Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,122 sharesChange vs previous 13F +1,830 shares
0.32% of the 13F portfolio, value $1,225,201.
13F-HR 0001770532-25-000009 filed by Core Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,292 sharesChange vs previous 13F +4,927 shares
0.29% of the 13F portfolio, value $1,009,392.
13F-HR 0001770532-25-000005 filed by Core Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,365 sharesChange vs previous 13F +295 shares
0.17% of the 13F portfolio, value $520,211.
13F-HR 0001770532-25-000004 filed by Core Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,070 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $458,953.
13F-HR 0001770532-25-000001 filed by Core Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,070 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $507,634.
13F-HR 0001770532-24-000006 filed by Core Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).