Core Wealth Management, Inc. has submitted its quarterly 13F-HR report, providing insights into its investment holdings as of September 30, 2026. This filing is significant as it reflects the company's strategic positioning within the financial services industry.
Core Wealth Management, Inc. is classified under the SIC code for financial services, focusing on investment management. The company has recently filed several reports, including a 13F-HR on October 22, 2026, as well as previous filings on August 4, 2026, and July 29, 2026.
The latest filing, accession number 0001965150-26-000010, indicates that Core Wealth Management continues to actively manage its investments. The report details the period of reporting as ending September 30, 2026, and was accepted on the same day it was filed.
As institutional managers disclose their portfolios, the information can affect various stakeholders, including investors and competitors in the financial services sector. These disclosures often influence market trends and investment strategies across the industry.
The filing does not say what happens next for Core Wealth Management, Inc. However, the continued submission of 13F-HR reports suggests that the company will maintain its focus on transparency and strategic investment management.
Company Information
Core Wealth Management, Inc. is incorporated in Florida and has a fiscal year ending on December 31. The company is identified by the Central Index Key (CIK) number 0001965150 and has an Employer Identification Number (EIN) of 454703949.
Filing Details
The filing was accepted by the SEC on October 22, 2026, at 15:37:53, indicating a timely submission by Core Wealth Management. The report includes two documents, with the primary document being the 13F-HR report itself.
Contact Information
Core Wealth Management, Inc. is located at 4600 Military Trail, Suite 215, Jupiter, FL 33458. For inquiries, the company can be reached at the phone number 561-491-0231.
It is important to note that the filing does not provide specific details regarding the individual holdings or investment strategies employed by Core Wealth Management, Inc.