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Core Wealth Management, Inc.: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Core Wealth Management, Inc. on DFAC, newest first. How the timeline and the estimate are built.

Core Wealth Management, Inc. held 2,990,705 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,990,705 shares
    Change vs previous 13F -63,872 shares

    37.29% of the 13F portfolio, value $132,667,667.

    13F-HR 0001965150-26-000007 filed by Core Wealth Management, Inc.
    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 3,054,577 shares
    Change vs previous 13F +25,856 shares

    36.37% of the 13F portfolio, value $118,700,875.

    13F-HR 0001965150-26-000004 filed by Core Wealth Management, Inc.
    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 3,028,721 shares
    Change vs previous 13F -12,114 shares

    37.35% of the 13F portfolio, value $119,907,083.

    13F-HR 0001965150-26-000002 filed by Core Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,040,835 shares
    Change vs previous 13F +48,752 shares

    37.77% of the 13F portfolio, value $117,284,998.

    13F-HR 0001965150-25-000013 filed by Core Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,992,083 shares
    Change vs previous 13F +43,594 shares

    37.81% of the 13F portfolio, value $107,236,240.

    13F-HR 0001965150-25-000006 filed by Core Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,948,489 shares
    Change vs previous 13F -3,969 shares

    37.33% of the 13F portfolio, value $97,270,660.

    13F-HR 0001965150-25-000004 filed by Core Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,952,458 shares
    Change vs previous 13F -80,088 shares

    39.91% of the 13F portfolio, value $102,125,524.

    13F-HR 0001965150-25-000002 filed by Core Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,032,546 shares
    Change vs previous 13F not available

    39.67% of the 13F portfolio, value $97,769,296.

    13F-HR 0001965150-24-000005 filed by Core Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).