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Disclosery

Core Wealth Partners LLC: MSFT position timeline

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

Core Wealth Partners LLC held 15,768 MSFT 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 15,768 shares
    Change vs previous 13F -21 shares

    2.51% of the 13F portfolio, value $5,881,860.

    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 15,789 shares
    Change vs previous 13F +78 shares

    2.72% of the 13F portfolio, value $5,844,490.

    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 15,711 shares
    Change vs previous 13F +175 shares

    3.42% of the 13F portfolio, value $7,598,037.

    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 15,536 shares
    Change vs previous 13F +368 shares

    3.7% of the 13F portfolio, value $8,047,050.

    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 15,168 shares
    Change vs previous 13F +472 shares

    3.83% of the 13F portfolio, value $7,544,667.

    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 14,696 shares
    Change vs previous 13F +450 shares

    3.21% of the 13F portfolio, value $5,516,587.

    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 14,246 shares
    Change vs previous 13F -4,767 shares

    3.44% of the 13F portfolio, value $6,004,491.

    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 19,013 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $8,180,928.

    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).