Skip to content
Disclosery

Core Wealth Advisors, Inc.: NEAR position timeline

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

Core Wealth Advisors, Inc. held 42,069 NEAR 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 42,069 shares
    Change vs previous 13F +11,776 shares

    0.43% of the 13F portfolio, value $2,131,216.

    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 30,293 shares
    Change vs previous 13F +13,002 shares

    0.37% of the 13F portfolio, value $1,539,945.

    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 17,291 shares
    Change vs previous 13F +133 shares

    0.23% of the 13F portfolio, value $883,570.

    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 17,158 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $879,862.

    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 17,158 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $876,774.

    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 17,158 shares
    Change vs previous 13F +425 shares

    0.28% of the 13F portfolio, value $872,827.

    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 16,733 shares
    Change vs previous 13F +1,971 shares

    0.28% of the 13F portfolio, value $845,017.

    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 14,762 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $756,405.

    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).