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Core Wealth Advisors, Inc.: IEFA position timeline

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

Core Wealth Advisors, Inc. held 214,314 IEFA 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 214,314 shares
    Change vs previous 13F +3,794 shares

    4.16% of the 13F portfolio, value $20,698,457.

    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 210,520 shares
    Change vs previous 13F +3,754 shares

    4.55% of the 13F portfolio, value $19,058,409.

    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 206,766 shares
    Change vs previous 13F +1,287 shares

    4.8% of the 13F portfolio, value $18,497,319.

    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 205,479 shares
    Change vs previous 13F -897 shares

    4.68% of the 13F portfolio, value $17,940,347.

    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 206,376 shares
    Change vs previous 13F +497 shares

    4.95% of the 13F portfolio, value $17,228,245.

    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 205,879 shares
    Change vs previous 13F +784 shares

    4.95% of the 13F portfolio, value $15,574,758.

    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).

  7. period ended2024-12-31
    13F 205,095 shares
    Change vs previous 13F -6,629 shares

    4.75% of the 13F portfolio, value $14,414,087.

    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 211,724 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $16,525,027.

    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).