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Core Wealth Advisors, Inc.: MA position timeline

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

Core Wealth Advisors, Inc. held 413 MA 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 413 shares
    Change vs previous 13F -149 shares

    0.04% of the 13F portfolio, value $211,894.

    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 562 shares
    Change vs previous 13F +110 shares

    0.07% of the 13F portfolio, value $280,834.

    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 452 shares
    Change vs previous 13F -174 shares

    0.07% of the 13F portfolio, value $258,058.

    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 626 shares
    Change vs previous 13F +36 shares

    0.09% of the 13F portfolio, value $356,089.

    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 590 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $331,569.

    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).