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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

BFZ holding history

BlackRock California Municipal Income Trust in every 13F filed by Core Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BFZ overviewAll 13F holders of BFZFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2023
Holdings of BFZ by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−15,320−100.0%Sold outHolders
Q4 202515,320$164.5K0.1%00.0%UnchangedHolders
Q3 202515,320$167.8K0.1%00.0%UnchangedHolders
Q2 202515,320$165.6K0.1%00.0%UnchangedHolders
Q1 202515,320$168.2K0.1%00.0%UnchangedHolders
Q4 202415,320$171.6K0.1%00.0%UnchangedHolders
Q3 202415,320$185.2K0.1%00.0%UnchangedHolders
Q2 202415,320$183.4K0.1%00.0%UnchangedHolders
Q1 202415,320$181.1K0.1%00.0%UnchangedHolders
Q4 202315,320$184.3K0.2%00.0%UnchangedHolders
Q3 202315,320$157.6K0.1%00.0%UnchangedHolders
Q2 202315,320$181.7K0.2%00.0%UnchangedHolders
Q1 202315,320$179.2K0.2%+15,320NewHolders