Skip to content
Disclosery

Core Wealth Partners LLC: FTSM position timeline

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

Core Wealth Partners LLC held 31,888 FTSM 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 31,888 shares
    Change vs previous 13F +2,570 shares

    0.81% of the 13F portfolio, value $1,904,670.

    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 29,318 shares
    Change vs previous 13F -1,791 shares

    0.82% of the 13F portfolio, value $1,752,630.

    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 31,109 shares
    Change vs previous 13F -3,186 shares

    0.84% of the 13F portfolio, value $1,864,362.

    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 34,295 shares
    Change vs previous 13F +1,181 shares

    0.94% of the 13F portfolio, value $2,054,613.

    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 33,114 shares
    Change vs previous 13F -15,988 shares

    1.01% of the 13F portfolio, value $1,982,535.

    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 49,102 shares
    Change vs previous 13F +711 shares

    1.71% of the 13F portfolio, value $2,938,264.

    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 48,391 shares
    Change vs previous 13F -3,930 shares

    1.66% of the 13F portfolio, value $2,892,330.

    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 52,321 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $3,132,465.

    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).