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Core Wealth Advisors, Inc.: VO position timeline

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

Core Wealth Advisors, Inc. held 218,118 VO 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 218,118 shares
    Change vs previous 13F +164,257 shares

    3.53% of the 13F portfolio, value $17,573,776.

    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 53,861 shares
    Change vs previous 13F +1,279 shares

    3.69% of the 13F portfolio, value $15,467,826.

    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 52,582 shares
    Change vs previous 13F +509 shares

    3.96% of the 13F portfolio, value $15,260,302.

    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 52,073 shares
    Change vs previous 13F +810 shares

    3.99% of the 13F portfolio, value $15,295,809.

    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 51,263 shares
    Change vs previous 13F +595 shares

    4.12% of the 13F portfolio, value $14,345,012.

    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 50,668 shares
    Change vs previous 13F -116 shares

    4.17% of the 13F portfolio, value $13,103,839.

    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 50,784 shares
    Change vs previous 13F -1,050 shares

    4.42% of the 13F portfolio, value $13,413,577.

    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 51,834 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $13,675,336.

    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).