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Disclosery

Core Wealth Management, Inc.: SDY position timeline

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

Core Wealth Management, Inc. held 1,606 SDY 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 1,606 shares
    Change vs previous 13F -331 shares

    0.07% of the 13F portfolio, value $244,401.

    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 1,937 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $282,686.

    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 1,937 shares
    Change vs previous 13F -361 shares

    0.08% of the 13F portfolio, value $269,553.

    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 2,298 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $321,835.

    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 2,298 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $311,908.

    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 2,298 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $311,793.

    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 2,298 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $303,566.

    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 2,298 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $292,260.

    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).