Core Wealth Partners LLC: FTQI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Core Wealth Partners LLC on FTQI, newest first. How the timeline and the estimate are built.
Core Wealth Partners LLC held 28,054 FTQI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 28,054 sharesChange vs previous 13F -9,768 shares
0.26% of the 13F portfolio, value $619,713.
13F-HR 0001965078-26-000003 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 37,822 sharesChange vs previous 13F -987 shares
0.35% of the 13F portfolio, value $753,414.
13F-HR 0001965078-26-000002 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,809 sharesChange vs previous 13F -3,114 shares
0.36% of the 13F portfolio, value $808,003.
13F-HR 0001965078-26-000001 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,923 sharesChange vs previous 13F +3,809 shares
0.4% of the 13F portfolio, value $863,614.
13F-HR 0001965078-25-000002 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 38,114 sharesChange vs previous 13F +14,897 shares
0.38% of the 13F portfolio, value $745,510.
13F-HR 0001085146-25-004770 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,217 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $437,640.
13F-HR 0001085146-25-002995 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).