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Disclosery

Core Wealth Partners LLC: SHV position timeline

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

Core Wealth Partners LLC held 23,186 SHV 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 23,186 shares
    Change vs previous 13F -764 shares

    1.09% of the 13F portfolio, value $2,558,554.

    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 23,950 shares
    Change vs previous 13F -1,194 shares

    1.23% of the 13F portfolio, value $2,643,810.

    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 25,144 shares
    Change vs previous 13F +13 shares

    1.25% of the 13F portfolio, value $2,769,652.

    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 25,131 shares
    Change vs previous 13F +97 shares

    1.28% of the 13F portfolio, value $2,776,763.

    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 25,034 shares
    Change vs previous 13F +473 shares

    1.4% of the 13F portfolio, value $2,764,254.

    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 24,561 shares
    Change vs previous 13F +1,887 shares

    1.58% of the 13F portfolio, value $2,713,008.

    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 22,674 shares
    Change vs previous 13F +313 shares

    1.43% of the 13F portfolio, value $2,496,634.

    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 22,361 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,473,804.

    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).