Skip to content
Disclosery

CORE WEALTH ADVISORS, LLC: MTUM position timeline

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

CORE WEALTH ADVISORS, LLC held 10,836 MTUM 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 10,836 shares
    Change vs previous 13F -4,980 shares

    2.74% of the 13F portfolio, value $3,714,906.

    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 15,816 shares
    Change vs previous 13F +693 shares

    2.92% of the 13F portfolio, value $3,795,682.

    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 15,123 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $3,785,438.

    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).