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Disclosery

Core Wealth Management, Inc.: DFNM position timeline

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

Core Wealth Management, Inc. held 150,593 DFNM 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 150,593 shares
    Change vs previous 13F +12,262 shares

    2.05% of the 13F portfolio, value $7,278,911.

    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 138,331 shares
    Change vs previous 13F +587 shares

    2.03% of the 13F portfolio, value $6,630,203.

    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 137,744 shares
    Change vs previous 13F -415 shares

    2.07% of the 13F portfolio, value $6,635,127.

    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 138,159 shares
    Change vs previous 13F +28,010 shares

    2.13% of the 13F portfolio, value $6,628,867.

    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 110,149 shares
    Change vs previous 13F -7,610 shares

    1.84% of the 13F portfolio, value $5,224,365.

    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 117,759 shares
    Change vs previous 13F +27,811 shares

    2.15% of the 13F portfolio, value $5,601,794.

    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 89,948 shares
    Change vs previous 13F +4,049 shares

    1.68% of the 13F portfolio, value $4,296,814.

    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 85,899 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,103,394.

    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).