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Disclosery

Core Wealth Management, Inc.: DFEM position timeline

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

Core Wealth Management, Inc. held 47,274 DFEM 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 47,274 shares
    Change vs previous 13F -1,348 shares

    0.54% of the 13F portfolio, value $1,921,215.

    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 48,622 shares
    Change vs previous 13F -1,786 shares

    0.51% of the 13F portfolio, value $1,679,890.

    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 50,408 shares
    Change vs previous 13F +721 shares

    0.52% of the 13F portfolio, value $1,667,497.

    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 49,687 shares
    Change vs previous 13F +5,423 shares

    0.51% of the 13F portfolio, value $1,593,462.

    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 44,264 shares
    Change vs previous 13F -7,464 shares

    0.46% of the 13F portfolio, value $1,313,756.

    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 51,728 shares
    Change vs previous 13F +5,612 shares

    0.53% of the 13F portfolio, value $1,368,723.

    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 46,116 shares
    Change vs previous 13F +9 shares

    0.47% of the 13F portfolio, value $1,207,778.

    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 46,107 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,232,440.

    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).