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Disclosery

Core Wealth Partners LLC: SGOV position timeline

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

Core Wealth Partners LLC held 39,327 SGOV 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 39,327 shares
    Change vs previous 13F -3,023 shares

    1.69% of the 13F portfolio, value $3,959,096.

    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 42,350 shares
    Change vs previous 13F -5,451 shares

    1.98% of the 13F portfolio, value $4,262,937.

    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 47,801 shares
    Change vs previous 13F -5,219 shares

    2.16% of the 13F portfolio, value $4,798,223.

    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 53,020 shares
    Change vs previous 13F +5,405 shares

    2.45% of the 13F portfolio, value $5,339,120.

    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 47,615 shares
    Change vs previous 13F +2,307 shares

    2.43% of the 13F portfolio, value $4,794,333.

    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 45,308 shares
    Change vs previous 13F -832 shares

    2.65% of the 13F portfolio, value $4,561,188.

    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 46,140 shares
    Change vs previous 13F +13,027 shares

    2.65% of the 13F portfolio, value $4,628,738.

    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 33,113 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,335,150.

    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).