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Disclosery

Core Wealth Management, Inc.: DFGR position timeline

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

Core Wealth Management, Inc. held 35,791 DFGR 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 35,791 shares
    Change vs previous 13F +662 shares

    0.29% of the 13F portfolio, value $1,036,865.

    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 35,129 shares
    Change vs previous 13F +7,103 shares

    0.29% of the 13F portfolio, value $933,729.

    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 28,026 shares
    Change vs previous 13F +1,557 shares

    0.23% of the 13F portfolio, value $740,447.

    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 26,469 shares
    Change vs previous 13F +4,278 shares

    0.23% of the 13F portfolio, value $722,868.

    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 22,191 shares
    Change vs previous 13F +2,197 shares

    0.21% of the 13F portfolio, value $595,385.

    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 19,994 shares
    Change vs previous 13F +6,103 shares

    0.2% of the 13F portfolio, value $525,042.

    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 13,891 shares
    Change vs previous 13F +292 shares

    0.14% of the 13F portfolio, value $354,776.

    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 13,599 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $339,839.

    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).