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Core Wealth Advisors, Inc.: SPYM position timeline

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

Core Wealth Advisors, Inc. held 285,284 SPYM 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 285,284 shares
    Change vs previous 13F +3,948 shares

    5.04% of the 13F portfolio, value $25,070,723.

    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 281,336 shares
    Change vs previous 13F +4,820 shares

    5.14% of the 13F portfolio, value $21,533,420.

    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 276,516 shares
    Change vs previous 13F +1,096 shares

    5.76% of the 13F portfolio, value $22,182,133.

    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 275,420 shares
    Change vs previous 13F +2,160 shares

    5.63% of the 13F portfolio, value $21,576,407.

    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 273,260 shares
    Change vs previous 13F -896 shares

    5.71% of the 13F portfolio, value $19,863,272.

    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 274,156 shares
    Change vs previous 13F -6,191 shares

    5.74% of the 13F portfolio, value $18,028,504.

    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 280,347 shares
    Change vs previous 13F -773 shares

    6.37% of the 13F portfolio, value $19,327,147.

    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 281,120 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $18,978,419.

    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).