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COREPATH WEALTH PARTNERS LLC: STIP position timeline

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

COREPATH WEALTH PARTNERS LLC held 5,720 STIP 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 5,720 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $579,765.

    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 5,720 shares
    Change vs previous 13F -1 shares

    0.4% of the 13F portfolio, value $591,148.

    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 5,721 shares
    Change vs previous 13F -492 shares

    0.39% of the 13F portfolio, value $586,546.

    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 6,213 shares
    Change vs previous 13F -2,431 shares

    0.47% of the 13F portfolio, value $641,024.

    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 8,644 shares
    Change vs previous 13F -1,441 shares

    0.75% of the 13F portfolio, value $885,146.

    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 10,085 shares
    Change vs previous 13F -1,733 shares

    0.99% of the 13F portfolio, value $1,037,545.

    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 11,818 shares
    Change vs previous 13F -915 shares

    1.16% of the 13F portfolio, value $1,191,018.

    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 12,733 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,286,542.

    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).