Core Wealth Partners LLC
CIK
0001965078
City
SANTA ROSA
State / Country
CA
Holdings in NAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $380,860 | 32,249 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $370,863 | 32,249 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $374,183 | 33,499 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $376,528 | 33,499 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $423,860 | 37,543 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $446,386 | 37,543 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $432,870 | 37,543 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $413,723 | 37,543 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $416,351 | 37,543 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $362,289 | 37,543 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $409,969 | 37,543 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $413,348 | 37,543 | Shares | Sole | 2023-05-12 |