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Disclosery

Core Wealth Partners LLC: TBIL position timeline

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

Core Wealth Partners LLC held 17,727 TBIL 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 17,727 shares
    Change vs previous 13F -4 shares

    0.38% of the 13F portfolio, value $883,868.

    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 17,731 shares
    Change vs previous 13F -2,538 shares

    0.41% of the 13F portfolio, value $884,068.

    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 20,269 shares
    Change vs previous 13F +831 shares

    0.46% of the 13F portfolio, value $1,011,018.

    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 19,438 shares
    Change vs previous 13F +905 shares

    0.45% of the 13F portfolio, value $971,900.

    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 18,533 shares
    Change vs previous 13F -637 shares

    0.47% of the 13F portfolio, value $926,557.

    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 19,170 shares
    Change vs previous 13F -7,681 shares

    0.56% of the 13F portfolio, value $958,692.

    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 26,851 shares
    Change vs previous 13F +18,598 shares

    0.77% of the 13F portfolio, value $1,338,791.

    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 8,253 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $412,980.

    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).