Skip to main content

Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

CORZ holding history

Core Scientific, Inc. in every 13F filed by Monticello Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CORZ overviewAll 13F holders of CORZFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2024
Holdings of CORZ by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−35,811−100.0%Sold outHolders
Q3 202535,811$642.5K<0.1%+300+0.8%AddedHolders
Q2 202535,511$606.2K<0.1%00.0%UnchangedHolders
Q1 202535,511$257.1K<0.1%00.0%UnchangedHolders
Q4 202435,511$498.9K<0.1%00.0%UnchangedHolders
Q3 202435,511$421.2K<0.1%−20,000−36.0%ReducedHolders
Q2 202455,511$516.3K<0.1%+55,511NewHolders