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Core Wealth Advisors, Inc.: SPHQ position timeline

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

Core Wealth Advisors, Inc. held 174,879 SPHQ 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 174,879 shares
    Change vs previous 13F +13,159 shares

    3.17% of the 13F portfolio, value $15,756,608.

    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 161,720 shares
    Change vs previous 13F +17,394 shares

    2.9% of the 13F portfolio, value $12,159,723.

    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 144,326 shares
    Change vs previous 13F -1,838 shares

    2.81% of the 13F portfolio, value $10,831,637.

    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 146,164 shares
    Change vs previous 13F +7,804 shares

    2.79% of the 13F portfolio, value $10,712,336.

    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 138,360 shares
    Change vs previous 13F +9,419 shares

    2.83% of the 13F portfolio, value $9,859,556.

    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 128,941 shares
    Change vs previous 13F +6,957 shares

    2.72% of the 13F portfolio, value $8,553,934.

    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 121,984 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $8,176,562.

    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).