Core Wealth Advisors Inc. filed Form 13F with the SEC regarding holdings in an ETF.
2 reports, 1 independent
Updated Aug 12
Gone quiet
- Reports
- 2
- Developments
- 2
- Repetition
- 50%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Core Wealth Advisors Inc. filed Form 13F with the SEC regarding holdings in an ETF.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Core Wealth Advisors Inc. and Steward Partners Investment Advisory LLC reported increased holdings and acquired new stakes in the American Century Short Duration Strategic Income ETF.Sub-event
Core Wealth Advisors Inc. filed 13F about ETF holdings.1 source
Keep exploring
The entities involved
-
Securities and Exchange Commission
government agency of the Philippines
Related events
- Leo H. Evart Inc. filed a Form 13F with the SEC regarding its holdings, including an increased stake in the Vanguard Information Technology ETF.
- Integrity Wealth Advisors Inc. filed Form 13F with the SEC regarding fund holdings in the First Trust Low Duration Opportunities ETF.
- The Manufacturers Life Insurance Company filed Form 13F with the SEC on June 6, 2026, after purchasing shares of an ETF listed on Nasdaq.
- Wealth Enhancement Trust Services Inc. filed Form 13F with the Securities and Exchange Commission on October 7, 2026.
- 13F filings were submitted to the SEC, mandating disclosure of institutional holdings for the Vanguard Dividend Appreciation ETF.