Filer · Institutional
Core Wealth PartnersLLC
CIK 0001965078TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001965078-26-000002 · filed 2026-05-08
176
positions
Q4 202513F-HR
0001965078-26-000001 · filed 2026-02-17
173
positions
Q3 202513F-HR
0001965078-25-000002 · filed 2025-11-04
178
positions
Q2 202513F-HR
0001085146-25-004770 · filed 2025-08-11
172
positions
Q1 202513F-HR
0001085146-25-002995 · filed 2025-05-13
164
positions
Q4 202413F-HR
0001085146-25-001010 · filed 2025-02-12
166
positions
Q3 202413F-HR
0001085146-24-005356 · filed 2024-11-04
163
positions
Q2 202413F-HR
0001085146-24-003835 · filed 2024-08-14
147
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.