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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

  1. period ended2026-06-30
    13F 163,762 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 163,735 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 163,709 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 163,683 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,695 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,695 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,695 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,695 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).