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Disclosery

Core Wealth Partners LLC: IBIT position timeline

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

Core Wealth Partners LLC held 34,230 IBIT 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 34,230 shares
    Change vs previous 13F +2,190 shares

    0.49% of the 13F portfolio, value $1,139,517.

    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 32,040 shares
    Change vs previous 13F -116 shares

    0.57% of the 13F portfolio, value $1,230,977.

    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 32,156 shares
    Change vs previous 13F +2,248 shares

    0.72% of the 13F portfolio, value $1,596,545.

    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 29,908 shares
    Change vs previous 13F +10,230 shares

    0.89% of the 13F portfolio, value $1,944,020.

    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 19,678 shares
    Change vs previous 13F +7,131 shares

    0.61% of the 13F portfolio, value $1,204,490.

    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 12,547 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $587,325.

    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).