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Disclosery

Core Wealth Partners LLC: FIXD position timeline

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

Core Wealth Partners LLC held 84,881 FIXD 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 84,881 shares
    Change vs previous 13F +19,045 shares

    1.58% of the 13F portfolio, value $3,701,676.

    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 65,836 shares
    Change vs previous 13F +1,447 shares

    1.33% of the 13F portfolio, value $2,869,787.

    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 64,389 shares
    Change vs previous 13F +7,392 shares

    1.29% of the 13F portfolio, value $2,853,724.

    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 56,997 shares
    Change vs previous 13F +5,104 shares

    1.16% of the 13F portfolio, value $2,531,791.

    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 51,893 shares
    Change vs previous 13F +30,992 shares

    1.16% of the 13F portfolio, value $2,277,604.

    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 20,901 shares
    Change vs previous 13F +11,341 shares

    0.53% of the 13F portfolio, value $916,291.

    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 9,560 shares
    Change vs previous 13F -568 shares

    0.24% of the 13F portfolio, value $410,802.

    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 10,128 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $458,191.

    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).