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Disclosery

Core Wealth Partners LLC: CGCP position timeline

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

Core Wealth Partners LLC held 228,021 CGCP 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 228,021 shares
    Change vs previous 13F -44,670 shares

    2.17% of the 13F portfolio, value $5,082,583.

    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 272,691 shares
    Change vs previous 13F +174 shares

    2.83% of the 13F portfolio, value $6,091,912.

    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 272,517 shares
    Change vs previous 13F +27,646 shares

    2.78% of the 13F portfolio, value $6,169,781.

    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 244,871 shares
    Change vs previous 13F +14,864 shares

    2.56% of the 13F portfolio, value $5,563,462.

    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 230,007 shares
    Change vs previous 13F +84,816 shares

    2.63% of the 13F portfolio, value $5,175,164.

    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 145,191 shares
    Change vs previous 13F -99,974 shares

    1.9% of the 13F portfolio, value $3,259,541.

    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 245,165 shares
    Change vs previous 13F +42,987 shares

    3.12% of the 13F portfolio, value $5,442,657.

    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 202,178 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $4,674,362.

    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).