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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

APTS holding history

Preferred Apartment Communities Inc in every 13F filed by Core Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APTS overviewAll 13F holders of APTSFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of APTS by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−500−100.0%Sold outHolders
Q1 2022500$12.0K<0.1%00.0%UnchangedHolders
Q4 2021500$9.00K<0.1%00.0%UnchangedHolders
Q3 2021500$6.00K<0.1%00.0%UnchangedHolders
Q2 2021500$5.00K<0.1%00.0%UnchangedHolders
Q1 2021500$5.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.