Core Wealth Partners LLC
CIK
0001965078
City
SANTA ROSA
State / Country
CA
Holdings in VCV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $454,838 | 40,866 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $432,770 | 40,866 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $423,780 | 40,866 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $433,588 | 40,866 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $447,074 | 40,866 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $445,030 | 40,866 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $425,823 | 40,866 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $407,025 | 40,866 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $400,486 | 40,866 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $344,500 | 40,866 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $391,496 | 40,866 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $415,607 | 40,866 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $110,309 | 11,636 | Shares | Sole | 2023-02-13 |