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Core Wealth Partners LLC: V position timeline

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

Core Wealth Partners LLC held 6,407 V 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 6,407 shares
    Change vs previous 13F -824 shares

    0.94% of the 13F portfolio, value $2,198,079.

    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 7,231 shares
    Change vs previous 13F -9 shares

    1.02% of the 13F portfolio, value $2,185,421.

    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 7,240 shares
    Change vs previous 13F -178 shares

    1.14% of the 13F portfolio, value $2,539,026.

    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 7,418 shares
    Change vs previous 13F +766 shares

    1.16% of the 13F portfolio, value $2,532,238.

    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 6,652 shares
    Change vs previous 13F +1,046 shares

    1.2% of the 13F portfolio, value $2,361,719.

    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 5,606 shares
    Change vs previous 13F +399 shares

    1.14% of the 13F portfolio, value $1,964,554.

    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 5,207 shares
    Change vs previous 13F +466 shares

    0.94% of the 13F portfolio, value $1,645,475.

    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 4,741 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,303,628.

    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).