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COREPATH WEALTH PARTNERS LLC: ISTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COREPATH WEALTH PARTNERS LLC on ISTB, newest first. How the timeline and the estimate are built.

COREPATH WEALTH PARTNERS LLC held 140,922 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,922 shares
    Change vs previous 13F +6,333 shares

    4.22% of the 13F portfolio, value $6,767,091.

    13F-HR 0001951757-26-000975 filed by COREPATH 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 134,589 shares
    Change vs previous 13F +722 shares

    4.4% of the 13F portfolio, value $6,518,129.

    13F-HR 0001951757-26-000581 filed by COREPATH 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 133,867 shares
    Change vs previous 13F +11,941 shares

    4.38% of the 13F portfolio, value $6,528,690.

    13F-HR 0001951757-26-000152 filed by COREPATH 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 121,926 shares
    Change vs previous 13F +6,847 shares

    4.31% of the 13F portfolio, value $5,940,249.

    13F-HR 0001951757-25-001372 filed by COREPATH 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 115,079 shares
    Change vs previous 13F -6,335 shares

    4.69% of the 13F portfolio, value $5,567,503.

    13F-HR 0001951757-25-000577 filed by COREPATH 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 121,414 shares
    Change vs previous 13F +806 shares

    5.58% of the 13F portfolio, value $5,853,347.

    13F-HR 0001951757-25-000444 filed by COREPATH 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 120,608 shares
    Change vs previous 13F +2,286 shares

    5.6% of the 13F portfolio, value $5,744,579.

    13F-HR 0001951757-25-000060 filed by COREPATH 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 118,322 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $5,704,319.

    13F-HR 0001951757-24-001030 filed by COREPATH WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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