Core Wealth Partners LLC
CIK
0001965078
City
SANTA ROSA
State / Country
CA
Holdings in NKX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $229,207 | 18,425 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $233,444 | 18,425 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $216,862 | 18,425 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $231,970 | 18,425 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $232,892 | 18,425 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $250,395 | 18,425 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $230,496 | 18,425 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $223,863 | 18,425 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $212,624 | 18,425 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $189,040 | 18,425 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $212,624 | 18,425 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $214,467 | 18,425 | Shares | Sole | 2023-05-12 |