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Disclosery

Core Wealth Management, Inc.: DUSB position timeline

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

Core Wealth Management, Inc. held 48,950 DUSB 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 48,950 shares
    Change vs previous 13F +2,155 shares

    0.7% of the 13F portfolio, value $2,485,681.

    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 46,795 shares
    Change vs previous 13F +24,962 shares

    0.73% of the 13F portfolio, value $2,372,974.

    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 21,833 shares
    Change vs previous 13F -3,036 shares

    0.34% of the 13F portfolio, value $1,105,841.

    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 24,869 shares
    Change vs previous 13F +1,586 shares

    0.41% of the 13F portfolio, value $1,262,848.

    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 23,283 shares
    Change vs previous 13F +585 shares

    0.42% of the 13F portfolio, value $1,181,612.

    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 22,698 shares
    Change vs previous 13F +11,139 shares

    0.44% of the 13F portfolio, value $1,151,470.

    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 11,559 shares
    Change vs previous 13F -40,813 shares

    0.23% of the 13F portfolio, value $584,770.

    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 52,372 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,653,707.

    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).