Skip to content
Disclosery

COREPATH WEALTH PARTNERS LLC: IWM position timeline

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

COREPATH WEALTH PARTNERS LLC held 20,583 IWM 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 20,583 shares
    Change vs previous 13F +13 shares

    3.77% of the 13F portfolio, value $6,040,562.

    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 20,570 shares
    Change vs previous 13F -536 shares

    3.61% of the 13F portfolio, value $5,357,957.

    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 21,106 shares
    Change vs previous 13F -1,042 shares

    3.7% of the 13F portfolio, value $5,519,326.

    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 22,148 shares
    Change vs previous 13F -10,791 shares

    3.97% of the 13F portfolio, value $5,466,426.

    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 32,939 shares
    Change vs previous 13F -406 shares

    6.2% of the 13F portfolio, value $7,348,112.

    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 33,345 shares
    Change vs previous 13F +691 shares

    5.95% of the 13F portfolio, value $6,251,163.

    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 32,654 shares
    Change vs previous 13F +409 shares

    6.99% of the 13F portfolio, value $7,174,664.

    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 32,245 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $7,187,116.

    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).