Core Wealth Advisors, Inc.

SEC CIK: 0001770532
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

BTX holding history

BlackRock Technology & Private Equity Term Trust 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.

BTX overview All 13F holders of BTX Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of BTX by Core Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−2,623−100.0%	Sold out	Holders
Q4 2022	2,623	$17.9K	<0.1%	+419+19.0%	Added	Holders
Q3 2022	2,204	$16.0K	<0.1%	+2,204	New	Holders