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Disclosery

Core Wealth Partners LLC: WMT position timeline

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

Core Wealth Partners LLC held 14,226 WMT 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 14,226 shares
    Change vs previous 13F -3,354 shares

    0.69% of the 13F portfolio, value $1,611,193.

    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 17,580 shares
    Change vs previous 13F -940 shares

    1.02% of the 13F portfolio, value $2,184,800.

    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 18,520 shares
    Change vs previous 13F -1,171 shares

    0.93% of the 13F portfolio, value $2,063,337.

    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 19,691 shares
    Change vs previous 13F +1,166 shares

    0.93% of the 13F portfolio, value $2,029,376.

    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 18,525 shares
    Change vs previous 13F +3,543 shares

    0.92% of the 13F portfolio, value $1,811,385.

    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 14,982 shares
    Change vs previous 13F +941 shares

    0.76% of the 13F portfolio, value $1,315,277.

    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 14,041 shares
    Change vs previous 13F +2,136 shares

    0.73% of the 13F portfolio, value $1,268,633.

    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 11,905 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $961,368.

    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).