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Core Wealth Management, Inc.: DFAX position timeline

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

Core Wealth Management, Inc. held 2,313,175 DFAX 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 2,313,175 shares
    Change vs previous 13F -80,868 shares

    23.95% of the 13F portfolio, value $85,217,374.

    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 2,394,043 shares
    Change vs previous 13F -4,867 shares

    24.92% of the 13F portfolio, value $81,325,647.

    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 2,398,910 shares
    Change vs previous 13F -20,039 shares

    24.46% of the 13F portfolio, value $78,516,331.

    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 2,418,949 shares
    Change vs previous 13F +19,625 shares

    24.44% of the 13F portfolio, value $75,906,631.

    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 2,399,324 shares
    Change vs previous 13F +69,044 shares

    24.85% of the 13F portfolio, value $70,468,156.

    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 2,330,280 shares
    Change vs previous 13F +39,741 shares

    23.43% of the 13F portfolio, value $61,053,332.

    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 2,290,539 shares
    Change vs previous 13F +27,661 shares

    22.25% of the 13F portfolio, value $56,942,793.

    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 2,262,878 shares
    Change vs previous 13F not available

    23.34% of the 13F portfolio, value $57,522,355.

    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).