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Core Wealth Advisors, Inc.: PSFF position timeline

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

Core Wealth Advisors, Inc. held 176,508 PSFF 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 176,508 shares
    Change vs previous 13F +4,796 shares

    1.22% of the 13F portfolio, value $6,055,972.

    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 171,712 shares
    Change vs previous 13F +30,608 shares

    1.31% of the 13F portfolio, value $5,502,392.

    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 141,104 shares
    Change vs previous 13F +9,199 shares

    1.18% of the 13F portfolio, value $4,561,876.

    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 131,905 shares
    Change vs previous 13F -36,321 shares

    1.09% of the 13F portfolio, value $4,167,549.

    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 168,226 shares
    Change vs previous 13F +24,992 shares

    1.47% of the 13F portfolio, value $5,127,528.

    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 143,234 shares
    Change vs previous 13F +24,676 shares

    1.3% of the 13F portfolio, value $4,089,331.

    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 118,558 shares
    Change vs previous 13F +16,104 shares

    1.14% of the 13F portfolio, value $3,472,564.

    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 102,454 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,944,528.

    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).