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Core Wealth Advisors, Inc.: SPBU position timeline

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

Core Wealth Advisors, Inc. held 197,846 SPBU 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 197,846 shares
    Change vs previous 13F +13,080 shares

    1.2% of the 13F portfolio, value $5,982,863.

    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 184,766 shares
    Change vs previous 13F +35,990 shares

    1.2% of the 13F portfolio, value $5,020,092.

    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 148,776 shares
    Change vs previous 13F +12,018 shares

    1.09% of the 13F portfolio, value $4,188,044.

    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 136,758 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,788,880.

    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).