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Disclosery

Core Wealth Partners LLC: SHY position timeline

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

Core Wealth Partners LLC held 4,095 SHY 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 4,095 shares
    Change vs previous 13F +84 shares

    0.14% of the 13F portfolio, value $336,274.

    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 4,011 shares
    Change vs previous 13F -31 shares

    0.15% of the 13F portfolio, value $331,198.

    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 4,042 shares
    Change vs previous 13F +1,563 shares

    0.15% of the 13F portfolio, value $334,752.

    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 2,479 shares
    Change vs previous 13F -521 shares

    0.09% of the 13F portfolio, value $205,618.

    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 3,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $248,598.

    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).