Filer · Institutional
Core Wealth Advisors,Inc.
CIK 0001770532TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001770532-26-000003 · filed 2026-05-18
114
positions
Q4 202513F-HR
0001770532-26-000002 · filed 2026-02-17
94
positions
Q3 202513F-HR
0001770532-25-000009 · filed 2025-11-14
92
positions
Q2 202513F-HR
0001770532-25-000005 · filed 2025-08-14
73
positions
Q1 202513F-HR
0001770532-25-000004 · filed 2025-05-15
69
positions
Q4 202413F-HR
0001770532-25-000001 · filed 2025-02-14
60
positions
Q3 202413F-HR
0001770532-24-000006 · filed 2024-11-13
58
positions
Q2 202413F-HR
0001770532-24-000004 · filed 2024-08-15
55
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.