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Disclosery

Core Wealth Partners LLC: SCHZ position timeline

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

Core Wealth Partners LLC held 27,540 SCHZ 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 27,540 shares
    Change vs previous 13F -79,177 shares

    0.27% of the 13F portfolio, value $637,009.

    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 106,717 shares
    Change vs previous 13F -1,860 shares

    1.15% of the 13F portfolio, value $2,477,978.

    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 108,577 shares
    Change vs previous 13F +11,927 shares

    1.14% of the 13F portfolio, value $2,537,444.

    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 96,650 shares
    Change vs previous 13F +11,585 shares

    1.04% of the 13F portfolio, value $2,268,376.

    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 85,065 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,976,911.

    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).