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Core Wealth Partners LLC: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Core Wealth Partners LLC on ADP, newest first. How the timeline and the estimate are built.

Core Wealth Partners LLC held 4,019 ADP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,019 shares
    Change vs previous 13F +13 shares

    0.38% of the 13F portfolio, value $900,150.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,006 shares
    Change vs previous 13F +10 shares

    0.38% of the 13F portfolio, value $814,007.

    13F-HR 0001965078-26-000002 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,996 shares
    Change vs previous 13F -66 shares

    0.46% of the 13F portfolio, value $1,027,922.

    13F-HR 0001965078-26-000001 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,062 shares
    Change vs previous 13F +13 shares

    0.55% of the 13F portfolio, value $1,192,220.

    13F-HR 0001965078-25-000002 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,049 shares
    Change vs previous 13F +26 shares

    0.63% of the 13F portfolio, value $1,248,575.

    13F-HR 0001085146-25-004770 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,023 shares
    Change vs previous 13F -122 shares

    0.71% of the 13F portfolio, value $1,229,127.

    13F-HR 0001085146-25-002995 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,145 shares
    Change vs previous 13F +8 shares

    0.7% of the 13F portfolio, value $1,213,374.

    13F-HR 0001085146-25-001010 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,137 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,144,971.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).