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CORE WEALTH ADVISORS, LLC: SCMB position timeline

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

CORE WEALTH ADVISORS, LLC held 49,904 SCMB 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 49,904 shares
    Change vs previous 13F -391 shares

    0.95% of the 13F portfolio, value $1,288,521.

    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 50,295 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,281,517.

    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 50,295 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,295,599.

    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).