Physician Wealth Advisors, Inc. CLB — CORE LABORATORIES INC

Ownership history in Physician Wealth Advisors, Inc.  ·  6 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported CORE LABORATORIES INC (CLB) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. The latest visible filing shows CLB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Physician Wealth Advisors, Inc.'s position in CORE LABORATORIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CLB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CLB stock page Physician Wealth Advisors, Inc. fund profile Physician Wealth Advisors, Inc. full holdings
How Physician Wealth Advisors, Inc. held CLB — position size vs. price
% of Fund (quarterly)    CLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 93 -240 -72.1% 0.00% $903 2026-10-20 $nan
2026 Q2 REDUCED — — — 333 -15 -4.3% 0.00% $4K 2026-07-20 $11.18
2026 Q1 UNCHANGED — — — 348 — 0% 0.00% $6K 2026-04-24 $17.42
2025 Q4 UNCHANGED — — — 348 — 0% 0.00% $6K 2026-01-29 $19.60
2025 Q3 ADDED — — — 348 +196 +128.9% 0.00% $4K 2025-11-04 $15.80
2025 Q2 INITIATED — — — 152 — — 0.00% $2K 2025-07-14 $12.39

🏢 Other funds also holding CLB

As of 2026 Q3 — sorted by position size

Harpswell Capital Advisors, LLC 0.07% CWA Asset Management Group, LLC 3Y 7Y 0.05% PINNACLE ASSOCIATES LTD 3Y 7Y 0.01% Fortitude Family Office, LLC 0.0% GAMMA Investing LLC 0.0% Essential Partners LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Private Wealth Management Group, LLC 0.0% NISA INVESTMENT ADVISORS, LLC 3Y 7Y 0.0%

FAQ About Physician Wealth Advisors, Inc. and CLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Physician Wealth Advisors, Inc. reported owning CLB?

Physician Wealth Advisors, Inc. reported CLB across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported CLB position in Physician Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for CLB was 0.00% in 2026 Q1.

What is the latest reported CLB position on this page?

The most recent filing on this page is 2026 Q3, when Physician Wealth Advisors, Inc. reported 93 shares, equal to 0.00% of portfolio, with an estimated market value of $903.

What does the chart on this CLB ownership page compare?

The chart compares Physician Wealth Advisors, Inc.'s quarterly CLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Physician Wealth Advisors, Inc. time their CLB position?

Based on 13F filing dates vs. subsequent CLB price moves, Physician Wealth Advisors, Inc. correctly timed 3 out of 3 reported position changes (100%).

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