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Livermore
Livermore
ZHEN

Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

GDV holding history

Gabelli Dividend & Income 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.

GDV overviewAll 13F holders of GDVFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of GDV by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−371−100.0%Sold outHolders
Q1 2024371$8.53K<0.1%00.0%UnchangedHolders
Q4 2023371$8.03K<0.1%+32+9.4%AddedHolders
Q3 2023339$6.59K<0.1%00.0%UnchangedHolders
Q2 2023339$7.16K<0.1%+239+239.0%AddedHolders
Q1 2023100$2.08K<0.1%00.0%UnchangedHolders
Q4 2022100$2.06K<0.1%00.0%UnchangedHolders
Q3 2022100$2.00K<0.1%−150−60.0%ReducedHolders
Q2 2022250$5.00K<0.1%+150+150.0%AddedHolders
Q1 2022100$2.00K<0.1%−500−83.3%ReducedHolders
Q4 2021600$16.0K<0.1%+100+20.0%AddedHolders
Q3 2021500$13.0K<0.1%+400+400.0%AddedHolders
Q2 2021100$3.00K<0.1%00.0%UnchangedHolders
Q1 2021100$2.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.