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Core Wealth Advisors, Inc.: IHDG position timeline

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

Core Wealth Advisors, Inc. held 33,232 IHDG 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 33,232 shares
    Change vs previous 13F -15 shares

    0.35% of the 13F portfolio, value $1,740,717.

    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 33,247 shares
    Change vs previous 13F +5,734 shares

    0.38% of the 13F portfolio, value $1,600,833.

    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 27,513 shares
    Change vs previous 13F +4,795 shares

    0.35% of the 13F portfolio, value $1,338,806.

    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 22,718 shares
    Change vs previous 13F +888 shares

    0.27% of the 13F portfolio, value $1,046,861.

    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 21,830 shares
    Change vs previous 13F +2,245 shares

    0.28% of the 13F portfolio, value $983,438.

    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 19,585 shares
    Change vs previous 13F +3,679 shares

    0.27% of the 13F portfolio, value $849,986.

    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 15,906 shares
    Change vs previous 13F +1,745 shares

    0.23% of the 13F portfolio, value $691,420.

    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 14,161 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $647,158.

    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).