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Disclosery

Core Wealth Partners LLC: RDVI position timeline

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

Core Wealth Partners LLC held 52,531 RDVI 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 52,531 shares
    Change vs previous 13F +7,287 shares

    0.66% of the 13F portfolio, value $1,544,424.

    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 45,244 shares
    Change vs previous 13F +6,576 shares

    0.54% of the 13F portfolio, value $1,155,984.

    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 38,668 shares
    Change vs previous 13F +6,389 shares

    0.46% of the 13F portfolio, value $1,014,645.

    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 32,279 shares
    Change vs previous 13F +7,021 shares

    0.38% of the 13F portfolio, value $834,405.

    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 25,258 shares
    Change vs previous 13F +10,822 shares

    0.32% of the 13F portfolio, value $624,122.

    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 14,436 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $342,430.

    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).