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COREPATH WEALTH PARTNERS LLC: QQQ position timeline

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

COREPATH WEALTH PARTNERS LLC held 9,048 QQQ 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 9,048 shares
    Change vs previous 13F +123 shares

    4.01% of the 13F portfolio, value $6,437,069.

    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 8,925 shares
    Change vs previous 13F +202 shares

    3.65% of the 13F portfolio, value $5,409,413.

    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 8,723 shares
    Change vs previous 13F +1,436 shares

    3.67% of the 13F portfolio, value $5,470,849.

    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 7,287 shares
    Change vs previous 13F +5,782 shares

    3.21% of the 13F portfolio, value $4,428,398.

    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 1,505 shares
    Change vs previous 13F +693 shares

    0.71% of the 13F portfolio, value $837,119.

    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 812 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $360,918.

    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).