Core Wealth Partners LLC
CIK
0001965078
City
SANTA ROSA
State / Country
CA
Holdings in PCQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,429,179 | 163,709 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,427,315 | 163,683 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $298,030 | 34,695 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $307,050 | 34,695 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $313,642 | 34,695 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $345,562 | 34,695 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $326,826 | 34,695 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $324,745 | 34,695 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $323,357 | 34,695 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $289,356 | 34,695 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $340,011 | 34,695 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $349,725 | 34,695 | Shares | Sole | 2023-05-12 |