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Core Wealth Management, Inc.: DFCF position timeline

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

Core Wealth Management, Inc. held 1,884,045 DFCF 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 1,884,045 shares
    Change vs previous 13F +112,725 shares

    22.35% of the 13F portfolio, value $79,525,547.

    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 1,771,320 shares
    Change vs previous 13F +57,400 shares

    22.92% of the 13F portfolio, value $74,785,117.

    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 1,713,920 shares
    Change vs previous 13F +81,838 shares

    22.72% of the 13F portfolio, value $72,944,426.

    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 1,632,082 shares
    Change vs previous 13F +115,243 shares

    22.47% of the 13F portfolio, value $69,787,835.

    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 1,516,839 shares
    Change vs previous 13F +95,254 shares

    22.6% of the 13F portfolio, value $64,101,613.

    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 1,421,585 shares
    Change vs previous 13F +213,144 shares

    22.95% of the 13F portfolio, value $59,791,866.

    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 1,208,441 shares
    Change vs previous 13F -141,131 shares

    19.49% of the 13F portfolio, value $49,872,352.

    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 1,349,572 shares
    Change vs previous 13F not available

    22.74% of the 13F portfolio, value $56,061,203.

    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).