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Core Wealth Advisors, Inc.: TAXF position timeline

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

Core Wealth Advisors, Inc. held 13,160 TAXF 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 13,160 shares
    Change vs previous 13F -4,433 shares

    0.13% of the 13F portfolio, value $668,989.

    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 17,593 shares
    Change vs previous 13F -1,033 shares

    0.21% of the 13F portfolio, value $880,530.

    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 18,626 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $938,378.

    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 18,626 shares
    Change vs previous 13F -6,038 shares

    0.24% of the 13F portfolio, value $935,584.

    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 24,664 shares
    Change vs previous 13F -3,370 shares

    0.35% of the 13F portfolio, value $1,206,810.

    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 28,034 shares
    Change vs previous 13F -1,859 shares

    0.44% of the 13F portfolio, value $1,387,123.

    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 29,893 shares
    Change vs previous 13F -1,909 shares

    0.49% of the 13F portfolio, value $1,498,844.

    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 31,802 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,635,259.

    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).