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Disclosery

Core Wealth Management, Inc.: DFAR position timeline

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

Core Wealth Management, Inc. held 504,582 DFAR 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 504,582 shares
    Change vs previous 13F +19,231 shares

    3.71% of the 13F portfolio, value $13,199,858.

    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 485,351 shares
    Change vs previous 13F +7,454 shares

    3.52% of the 13F portfolio, value $11,478,545.

    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 477,897 shares
    Change vs previous 13F +9,177 shares

    3.41% of the 13F portfolio, value $10,944,409.

    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 468,720 shares
    Change vs previous 13F +10,817 shares

    3.6% of the 13F portfolio, value $11,178,966.

    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 457,903 shares
    Change vs previous 13F +9,925 shares

    3.79% of the 13F portfolio, value $10,742,398.

    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 447,978 shares
    Change vs previous 13F -6,439 shares

    4.09% of the 13F portfolio, value $10,648,435.

    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 454,417 shares
    Change vs previous 13F +3,121 shares

    4.13% of the 13F portfolio, value $10,574,274.

    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 451,296 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $9,973,647.

    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).