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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

IBIT holding history

iShares Bitcoin Trust ETF 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.

IBIT overviewAll 13F holders of IBITFull Q2 2026 holdings

Shares (Q2 2026)
34,230
Value
$1.14M
% of portfolio
0.5%
Quarters held
6
Since Q1 2025
Holdings of IBIT by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,230$1.14M0.5%+2,190+6.8%AddedHolders
Q1 202632,040$1.23M0.6%−116−0.4%ReducedHolders
Q4 202532,156$1.60M0.7%+2,248+7.5%AddedHolders
Q3 202529,908$1.94M0.9%+10,230+52.0%AddedHolders
Q2 202519,678$1.20M0.6%+7,131+56.8%AddedHolders
Q1 202512,547$587.3K0.3%+12,547NewHolders