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Core Scientific shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Core Scientific (CORZW) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Core Scientific

Tip: Access up to 7 years of quarterly data

All positions including Core Scientific held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Core Scientific by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 444k 11.63
2025-06-30 $4.8M 444k 10.84
2025-03-31 $1.3M 445k 3.03
2024-12-31 $3.6M 442k 8.22
2024-06-30 $2.4M 536k 4.51

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Core Scientific

Point72 Asset Management
LMR Partners
Aristeia Capital
ORG Wealth Partners
OZ Management
Skaana Management
Caption Management
Linden Advisors
Polar Securities
Millennium Management
Fort Baker Capital Management
Brian McDonald
Hudson Bay Capital Management
CSS
Goldman Sachs Group

View all funds holding Core Scientific