Core Wealth Advisors, Inc.

SEC CIK: 0001770532
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

ET holding history

Energy Transfer LP 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.

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

Shares (Q2 2026): 10,409
Value: $199.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of ET by Core Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,409	$199.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	10,409	$200.9K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	10,409	$171.6K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	10,409	$178.6K	<0.1%	+10,409	New	Holders