Skip to content
Disclosery

CORE WEALTH ADVISORS, LLC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORE WEALTH ADVISORS, LLC on EFG, newest first. How the timeline and the estimate are built.

CORE WEALTH ADVISORS, LLC held 40,528 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,528 shares
    Change vs previous 13F -2,719 shares

    3.72% of the 13F portfolio, value $5,042,494.

    13F-HR 0002110114-26-000004 filed by CORE WEALTH ADVISORS, LLC
    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 43,247 shares
    Change vs previous 13F +37,864 shares

    3.7% of the 13F portfolio, value $4,816,418.

    13F-HR 0002110114-26-000003 filed by CORE WEALTH ADVISORS, LLC
    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/A 5,383 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $613,231.

    13F-HR/A 0002110114-26-000002 filed by CORE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).