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Core Wealth Advisors, Inc.: VGUS position timeline

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

Core Wealth Advisors, Inc. held 9,291 VGUS 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 9,291 shares
    Change vs previous 13F -1,324 shares

    0.14% of the 13F portfolio, value $702,957.

    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 10,615 shares
    Change vs previous 13F +26 shares

    0.19% of the 13F portfolio, value $803,131.

    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 10,589 shares
    Change vs previous 13F -2,655 shares

    0.21% of the 13F portfolio, value $799,099.

    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 13,244 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,002,041.

    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).