Core Wealth Advisors, Inc.
- SEC CIK
- 0001770532
- Latest filing
- Aug 11, 2026
BKN holding history
BlackRock Investment Quality Municipal Trust, 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.
BKN overviewAll 13F holders of BKNFull Q2 2026 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −3,300−100.0% | Sold out | Holders |
| Q3 2022 | 3,300 | $41.0K | <0.1% | +565+20.7% | Added | Holders |
| Q2 2022 | 2,735 | $37.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 2,735 | $39.0K | <0.1% | −3,080−53.0% | Reduced | Holders |
| Q4 2021 | 5,815 | $101.0K | 0.1% | −1,026−15.0% | Reduced | Holders |
| Q3 2021 | 6,841 | $118.0K | 0.1% | −10,965−61.6% | Reduced | Holders |
| Q2 2021 | 17,806 | $329.0K | 0.2% | −7,234−28.9% | Reduced | Holders |
| Q1 2021 | 25,040 | $441.0K | 0.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.