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Disclosery

Core Wealth Management, Inc.: DFSD position timeline

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

Core Wealth Management, Inc. held 9,930 DFSD 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 9,930 shares
    Change vs previous 13F -583 shares

    0.13% of the 13F portfolio, value $474,158.

    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 10,513 shares
    Change vs previous 13F -2 shares

    0.15% of the 13F portfolio, value $503,362.

    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 10,515 shares
    Change vs previous 13F -995 shares

    0.16% of the 13F portfolio, value $504,194.

    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 11,510 shares
    Change vs previous 13F -1,789 shares

    0.18% of the 13F portfolio, value $554,667.

    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 13,299 shares
    Change vs previous 13F -4,038 shares

    0.23% of the 13F portfolio, value $638,485.

    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 17,337 shares
    Change vs previous 13F +3,957 shares

    0.32% of the 13F portfolio, value $823,854.

    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 13,380 shares
    Change vs previous 13F -64 shares

    0.25% of the 13F portfolio, value $627,254.

    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 13,444 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $631,868.

    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).