CORE WEALTH ADVISORS, LLC SEC EDGAR Filings (CIK 0002110114)

SEC EDGAR filings, ownership reports, and insider transactions for CORE WEALTH ADVISORS, LLC.

Business address
150 W Market St, Suite 712, Indianapolis, IN, 46204
Top securities (13F)
JCPB, IVV, VTV, DYNF, IEMG, IVW, OEF, EFV, TLH, QUAL, MBB, BAI, THRO, MTUM, HFSI, BAR, IAGG, XAR, MUB, and SCMB
State of incorporation
IN
Fiscal year end
31 December
CORE WEALTH ADVISORS, LLC has filed 2 SEC EDGAR filings since 10 Feb 2026

Latest Filings

Recent SEC filings for CORE WEALTH ADVISORS, LLC including 13F-HR/A, 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 10 Feb 2026 31 Dec 2025 028-26169
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2026 31 Dec 2025 028-26169

About this filer

CORE WEALTH ADVISORS, LLC files with the SEC under CIK 0002110114. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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