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Core Wealth Management, Inc.: DFIP position timeline

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

Core Wealth Management, Inc. held 315,342 DFIP 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 315,342 shares
    Change vs previous 13F +61,607 shares

    3.66% of the 13F portfolio, value $13,009,432.

    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 253,735 shares
    Change vs previous 13F +13,047 shares

    3.24% of the 13F portfolio, value $10,585,819.

    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 240,688 shares
    Change vs previous 13F +9,592 shares

    3.12% of the 13F portfolio, value $10,001,784.

    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 231,096 shares
    Change vs previous 13F +8,365 shares

    3.14% of the 13F portfolio, value $9,759,173.

    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 222,731 shares
    Change vs previous 13F +13,324 shares

    3.28% of the 13F portfolio, value $9,312,371.

    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 209,407 shares
    Change vs previous 13F +7,837 shares

    3.38% of the 13F portfolio, value $8,818,351.

    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 201,570 shares
    Change vs previous 13F +15,269 shares

    3.19% of the 13F portfolio, value $8,161,742.

    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 186,301 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $7,607,602.

    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).