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Disclosery

CORE WEALTH ADVISORS, LLC: XAR position timeline

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

CORE WEALTH ADVISORS, LLC held 807 XAR 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 807 shares
    Change vs previous 13F -120 shares

    0.17% of the 13F portfolio, value $229,019.

    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 927 shares
    Change vs previous 13F -6,139 shares

    0.18% of the 13F portfolio, value $235,439.

    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 7,066 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,704,602.

    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).