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Disclosery

CORE WEALTH ADVISORS, LLC: IDEF position timeline

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

CORE WEALTH ADVISORS, LLC held 87,852 IDEF 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 87,852 shares
    Change vs previous 13F +9,517 shares

    2.06% of the 13F portfolio, value $2,791,937.

    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 78,335 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,563,121.

    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).