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
- period ended2026-06-3013F 40,112 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 57,466 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 59,914 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).