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Disclosery

Core Wealth Partners LLC: SDVD position timeline

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

Core Wealth Partners LLC held 9,761 SDVD 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 9,761 shares
    Change vs previous 13F -12,067 shares

    0.1% of the 13F portfolio, value $225,381.

    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 21,828 shares
    Change vs previous 13F -1,460 shares

    0.22% of the 13F portfolio, value $473,668.

    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 23,288 shares
    Change vs previous 13F -5,311 shares

    0.23% of the 13F portfolio, value $499,760.

    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 28,599 shares
    Change vs previous 13F +2,951 shares

    0.28% of the 13F portfolio, value $618,310.

    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 25,648 shares
    Change vs previous 13F +5,452 shares

    0.27% of the 13F portfolio, value $526,040.

    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 20,196 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $383,808.

    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).