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Disclosery

Core Wealth Partners LLC: XLF position timeline

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

Core Wealth Partners LLC held 22,884 XLF 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 22,884 shares
    Change vs previous 13F +1,128 shares

    0.52% of the 13F portfolio, value $1,226,829.

    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 21,756 shares
    Change vs previous 13F +7,115 shares

    0.5% of the 13F portfolio, value $1,074,083.

    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 14,641 shares
    Change vs previous 13F +394 shares

    0.36% of the 13F portfolio, value $801,904.

    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 14,247 shares
    Change vs previous 13F +42 shares

    0.35% of the 13F portfolio, value $767,464.

    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 14,205 shares
    Change vs previous 13F -2,435 shares

    0.38% of the 13F portfolio, value $743,899.

    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 16,640 shares
    Change vs previous 13F +3,402 shares

    0.48% of the 13F portfolio, value $828,840.

    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 13,238 shares
    Change vs previous 13F +6,561 shares

    0.37% of the 13F portfolio, value $639,769.

    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 6,677 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $302,644.

    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).