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CORE WEALTH ADVISORS, LLC: VGIT position timeline

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

CORE WEALTH ADVISORS, LLC held 86,052 VGIT 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 86,052 shares
    Change vs previous 13F +7,170 shares

    3.74% of the 13F portfolio, value $5,075,347.

    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 78,882 shares
    Change vs previous 13F +70,152 shares

    3.61% of the 13F portfolio, value $4,697,423.

    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 8,730 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $523,189.

    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).