Skip to content
Disclosery

Core Wealth Advisors, Inc.: XLG position timeline

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

Core Wealth Advisors, Inc. held 402,306 XLG 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 402,306 shares
    Change vs previous 13F +12,344 shares

    4.95% of the 13F portfolio, value $24,633,166.

    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 389,962 shares
    Change vs previous 13F +21,090 shares

    5.08% of the 13F portfolio, value $21,272,420.

    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 368,872 shares
    Change vs previous 13F +615 shares

    5.67% of the 13F portfolio, value $21,866,756.

    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 368,257 shares
    Change vs previous 13F +6,787 shares

    5.52% of the 13F portfolio, value $21,182,123.

    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 361,470 shares
    Change vs previous 13F -15,002 shares

    5.41% of the 13F portfolio, value $18,832,591.

    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 376,472 shares
    Change vs previous 13F -10,116 shares

    5.51% of the 13F portfolio, value $17,325,260.

    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 386,588 shares
    Change vs previous 13F +2,962 shares

    6.37% of the 13F portfolio, value $19,313,937.

    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 383,626 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $18,233,750.

    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).