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Core Wealth Advisors, Inc.: FENI position timeline

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

Core Wealth Advisors, Inc. held 539,045 FENI 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 539,045 shares
    Change vs previous 13F +12,552 shares

    4.35% of the 13F portfolio, value $21,631,865.

    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 526,493 shares
    Change vs previous 13F +8,401 shares

    4.67% of the 13F portfolio, value $19,585,537.

    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 518,092 shares
    Change vs previous 13F -5,055 shares

    4.92% of the 13F portfolio, value $18,951,812.

    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 523,147 shares
    Change vs previous 13F +6,379 shares

    4.81% of the 13F portfolio, value $18,456,640.

    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 516,768 shares
    Change vs previous 13F +2,126 shares

    4.94% of the 13F portfolio, value $17,187,701.

    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 514,642 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $15,315,758.

    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).