Skip to main content

Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

PCK holding history

PIMCO California Municipal Income Fund II 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.

PCK overviewAll 13F holders of PCKFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2023
Holdings of PCK by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−90,768−100.0%Sold outHolders
Q2 202590,768$486.5K0.2%00.0%UnchangedHolders
Q1 202590,768$511.9K0.3%00.0%UnchangedHolders
Q4 202490,768$519.2K0.3%00.0%UnchangedHolders
Q3 202490,768$570.0K0.3%00.0%UnchangedHolders
Q2 202490,768$531.0K0.4%00.0%UnchangedHolders
Q1 202490,768$523.7K0.4%00.0%UnchangedHolders
Q4 202390,768$526.5K0.4%00.0%UnchangedHolders
Q3 202390,768$455.7K0.4%00.0%UnchangedHolders
Q2 202390,768$540.1K0.5%00.0%UnchangedHolders
Q1 202390,768$562.8K0.6%+90,768NewHolders