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Disclosery

Core Wealth Management, Inc.: SPTM position timeline

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

Core Wealth Management, Inc. held 3,906 SPTM 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 3,906 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $354,626.

    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 3,906 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $308,808.

    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 3,906 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $322,245.

    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).