Skip to main content

Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

CCI holding history

Crown Castle 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.

CCI overviewAll 13F holders of CCIFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of CCI by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−39−100.0%Sold outHolders
Q4 202339$4.49K<0.1%00.0%UnchangedHolders
Q3 202339$3.59K<0.1%00.0%UnchangedHolders
Q2 202339$4.44K<0.1%00.0%UnchangedHolders
Q1 202339$5.22K<0.1%00.0%UnchangedHolders
Q4 202239$5.29K<0.1%+39NewHolders