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Disclosery

Core Wealth Partners LLC: TOPT position timeline

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

Core Wealth Partners LLC held 28,651 TOPT 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 28,651 shares
    Change vs previous 13F -6,548 shares

    0.4% of the 13F portfolio, value $943,200.

    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 35,199 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,007,401.

    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 35,199 shares
    Change vs previous 13F +23,882 shares

    0.5% of the 13F portfolio, value $1,099,269.

    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 11,317 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $344,718.

    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).