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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

DOW holding history

Dow 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.

DOW overviewAll 13F holders of DOWFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2022
Holdings of DOW by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−139−100.0%Sold outHolders
Q1 2024139$8.05K<0.1%00.0%UnchangedHolders
Q4 2023139$7.62K<0.1%−2,097−93.8%ReducedHolders
Q3 20232,236$115.3K<0.1%+479+27.3%AddedHolders
Q2 20231,757$93.6K<0.1%+130+8.0%AddedHolders
Q1 20231,627$89.2K<0.1%+221+15.7%AddedHolders
Q4 20221,406$70.8K<0.1%+1,008+253.3%AddedHolders
Q3 2022398$17.0K<0.1%−22,034−98.2%ReducedHolders
Q2 202222,432$1.16M0.7%+22,432NewHolders