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CORE WEALTH ADVISORS, LLC: TLH position timeline

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

CORE WEALTH ADVISORS, LLC held 40,112 TLH 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 40,112 shares
    Change vs previous 13F -17,354 shares

    2.97% of the 13F portfolio, value $4,025,239.

    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 57,466 shares
    Change vs previous 13F -2,448 shares

    4.45% of the 13F portfolio, value $5,787,976.

    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 59,914 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $6,091,456.

    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).