Core Wealth Advisors, Inc.
- SEC CIK
- 0001770532
- Latest filing
- Aug 11, 2026
SAIA holding history
Saia 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.
SAIA overviewAll 13F holders of SAIAFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −700−100.0% | Sold out | Holders |
| Q1 2025 | 700 | $244.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 700 | $319.0K | 0.1% | +26+3.9% | Added | Holders |
| Q3 2024 | 674 | $294.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 674 | $319.7K | 0.1% | +600+810.8% | Added | Holders |
| Q1 2024 | 74 | $43.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 74 | $32.4K | <0.1% | +74 | New | Holders |