Skip to content
Disclosery

CORE WEALTH ADVISORS, LLC: JCPB position timeline

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

CORE WEALTH ADVISORS, LLC held 443,398 JCPB 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 443,398 shares
    Change vs previous 13F +101,554 shares

    15.34% of the 13F portfolio, value $20,813,113.

    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 341,844 shares
    Change vs previous 13F +17,287 shares

    12.37% of the 13F portfolio, value $16,094,031.

    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 324,557 shares
    Change vs previous 13F not available

    12.11% of the 13F portfolio, value $15,367,765.

    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).