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Disclosery

Core Wealth Partners LLC: BIL position timeline

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

Core Wealth Partners LLC held 39,941 BIL 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 39,941 shares
    Change vs previous 13F -1,824 shares

    1.56% of the 13F portfolio, value $3,660,191.

    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 41,765 shares
    Change vs previous 13F -2,681 shares

    1.78% of the 13F portfolio, value $3,827,385.

    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 44,446 shares
    Change vs previous 13F -2,498 shares

    1.83% of the 13F portfolio, value $4,061,447.

    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 46,944 shares
    Change vs previous 13F -406 shares

    1.98% of the 13F portfolio, value $4,307,130.

    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 47,350 shares
    Change vs previous 13F -8,819 shares

    2.21% of the 13F portfolio, value $4,343,377.

    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 56,169 shares
    Change vs previous 13F +12,735 shares

    3% of the 13F portfolio, value $5,152,352.

    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 43,434 shares
    Change vs previous 13F +6,218 shares

    2.28% of the 13F portfolio, value $3,971,160.

    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 37,216 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $3,416,851.

    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).