Skip to content
Disclosery

Core Wealth Partners LLC: SCHO position timeline

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

Core Wealth Partners LLC held 10,626 SCHO 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 10,626 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $256,512.

    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 10,626 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $257,893.

    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 10,626 shares
    Change vs previous 13F -11,308 shares

    0.12% of the 13F portfolio, value $258,956.

    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 21,934 shares
    Change vs previous 13F +115 shares

    0.25% of the 13F portfolio, value $535,189.

    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 21,819 shares
    Change vs previous 13F +116 shares

    0.27% of the 13F portfolio, value $531,957.

    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 21,703 shares
    Change vs previous 13F +80 shares

    0.31% of the 13F portfolio, value $528,249.

    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 21,623 shares
    Change vs previous 13F +10,886 shares

    0.3% of the 13F portfolio, value $520,260.

    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 10,737 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $525,917.

    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).