Core Wealth Advisors, Inc. historic quarter change: Foreign Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Core Wealth Advisors, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1770532), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-18); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | United States | $0.419B | 108 |
| Fairvoy Private Wealth, LLC | United States | $0.419B | 201 |
| HARRELL INVESTMENT PARTNERS, LLC | United States | $0.419B | 144 |
| Ashford Advisors, LLC | United States | $0.419B | 23 |
| Mattson Financial Services, LLC | United States | $0.419B | 232 |
| MONETARY MANAGEMENT GROUP INC | United States | $0.419B | 332 |
| D.B. Root & Company, LLC | United States | $0.419B | 191 |
| Praesidium Investment Management Company, LLC | United States | $0.419B | 12 |
| Weaver Consulting Group | United States | $0.420B | 275 |
| VEGA INVESTMENT SOLUTIONS | France | $0.418B | 175 |