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Core Wealth Advisors, Inc.: SDSI position timeline

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

Core Wealth Advisors, Inc. held 36,247 SDSI 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 36,247 shares
    Change vs previous 13F +7,903 shares

    0.37% of the 13F portfolio, value $1,861,284.

    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 28,344 shares
    Change vs previous 13F +16,691 shares

    0.35% of the 13F portfolio, value $1,453,725.

    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 11,653 shares
    Change vs previous 13F +6,407 shares

    0.16% of the 13F portfolio, value $601,040.

    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 5,246 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $271,259.

    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).