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Core Wealth Advisors, Inc.: GPIX position timeline

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

Core Wealth Advisors, Inc. held 10,698 GPIX 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 10,698 shares
    Change vs previous 13F +2,577 shares

    0.12% of the 13F portfolio, value $594,498.

    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 8,121 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $406,364.

    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).