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Core Wealth Advisors, Inc.: SFLR position timeline

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

Core Wealth Advisors, Inc. held 36,456 SFLR 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 36,456 shares
    Change vs previous 13F +5,271 shares

    0.28% of the 13F portfolio, value $1,406,491.

    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 31,185 shares
    Change vs previous 13F +7,038 shares

    0.26% of the 13F portfolio, value $1,104,261.

    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 24,147 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $890,058.

    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).