Filer · Institutional
Core Wealth Management,Inc.
CIK 0001965150TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q2 202613F-HR
0001965150-26-000007 · filed 2026-07-29
42
positions
Q1 202613F-HR
0001965150-26-000004 · filed 2026-04-28
40
positions
Q4 202513F-HR
0001965150-26-000002 · filed 2026-01-28
41
positions
Q3 202513F-HR
0001965150-25-000013 · filed 2025-10-23
34
positions
Q2 202513F-HR
0001965150-25-000006 · filed 2025-07-31
31
positions
Q1 202513F-HR
0001965150-25-000004 · filed 2025-04-30
31
positions
Q4 202413F-HR
0001965150-25-000002 · filed 2025-01-23
29
positions
Q3 202413F-HR
0001965150-24-000005 · filed 2024-10-31
28
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.