Core Wealth Partners LLC
CIK
0001965078
City
SANTA ROSA
State / Country
CA
Holdings in NMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $453,862 | 44,540 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $471,191 | 44,494 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $461,050 | 44,460 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $485,058 | 44,460 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $480,612 | 44,460 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $518,403 | 44,460 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $479,723 | 44,460 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $469,497 | 44,460 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $439,264 | 44,460 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $412,588 | 44,460 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $469,942 | 44,460 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $480,168 | 44,460 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $106,729 | 10,322 | Shares | Sole | 2023-02-13 |