Core Wealth Partners LLC: XPCQX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Core Wealth Partners LLC on XPCQX, newest first. How the timeline and the estimate are built.
Core Wealth Partners LLC held 163,762 XPCQX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 163,762 sharesChange vs previous 13F +27 shares
0.63% of the 13F portfolio, value $1,468,949.
13F-HR 0001965078-26-000003 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 163,735 sharesChange vs previous 13F +26 shares
0.65% of the 13F portfolio, value $1,404,850.
13F-HR 0001965078-26-000002 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 163,709 sharesChange vs previous 13F +26 shares
0.64% of the 13F portfolio, value $1,429,183.
13F-HR 0001965078-26-000001 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 163,683 sharesChange vs previous 13F +128,988 shares
0.66% of the 13F portfolio, value $1,427,318.
13F-HR 0001965078-25-000002 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,695 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $298,030.
13F-HR 0001085146-25-004770 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,695 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $307,051.
13F-HR 0001085146-25-002995 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,695 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $313,643.
13F-HR 0001085146-25-001010 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,695 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $345,562.
13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).