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Disclosery

Core Wealth Partners LLC: USFR position timeline

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

Core Wealth Partners LLC held 11,230 USFR 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 11,230 shares
    Change vs previous 13F -1,659 shares

    0.24% of the 13F portfolio, value $565,428.

    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 12,889 shares
    Change vs previous 13F -1,071 shares

    0.3% of the 13F portfolio, value $648,809.

    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 13,960 shares
    Change vs previous 13F -3,644 shares

    0.32% of the 13F portfolio, value $702,477.

    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 17,604 shares
    Change vs previous 13F -1,680 shares

    0.41% of the 13F portfolio, value $884,945.

    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 19,284 shares
    Change vs previous 13F -4,600 shares

    0.49% of the 13F portfolio, value $970,202.

    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 23,884 shares
    Change vs previous 13F -3,422 shares

    0.7% of the 13F portfolio, value $1,202,086.

    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 27,306 shares
    Change vs previous 13F -844 shares

    0.79% of the 13F portfolio, value $1,374,026.

    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 28,150 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,413,711.

    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).