Core Wealth Advisors, Inc.

SEC CIK: 0001770532
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

HSBC holding history

HSBC Holdings PLC 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2023

Holdings of HSBC by Core Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−150−100.0%	Sold out	Holders
Q2 2023	150	$5.94K	<0.1%	+150	New	Holders