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Core Wealth Partners LLC: QQQ position timeline

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

Core Wealth Partners LLC held 2,891 QQQ 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 2,891 shares
    Change vs previous 13F -411 shares

    0.91% of the 13F portfolio, value $2,129,031.

    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 3,302 shares
    Change vs previous 13F +419 shares

    0.89% of the 13F portfolio, value $1,905,925.

    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 2,883 shares
    Change vs previous 13F -213 shares

    0.8% of the 13F portfolio, value $1,770,913.

    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 3,096 shares
    Change vs previous 13F +261 shares

    0.85% of the 13F portfolio, value $1,858,924.

    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 2,835 shares
    Change vs previous 13F +292 shares

    0.79% of the 13F portfolio, value $1,563,998.

    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 2,543 shares
    Change vs previous 13F +343 shares

    0.69% of the 13F portfolio, value $1,192,237.

    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 2,200 shares
    Change vs previous 13F +78 shares

    0.64% of the 13F portfolio, value $1,124,459.

    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 2,122 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,035,839.

    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).