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Livermore
Livermore
ZHEN

Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

PCQ holding history

PIMCO California Municipal Income Fund 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.

PCQ overviewAll 13F holders of PCQFull Q2 2026 holdings

Shares (Q2 2026)
163,762
Value
$1.47M
% of portfolio
0.6%
Quarters held
14
Since Q1 2023
Holdings of PCQ by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026163,762$1.47M0.6%+270.0%AddedHolders
Q1 2026163,735$1.40M0.7%+260.0%AddedHolders
Q4 2025163,709$1.43M0.6%+260.0%AddedHolders
Q3 2025163,683$1.43M0.7%+128,988+371.8%AddedHolders
Q2 202534,695$298.0K0.2%00.0%UnchangedHolders
Q1 202534,695$307.1K0.2%00.0%UnchangedHolders
Q4 202434,695$313.6K0.2%00.0%UnchangedHolders
Q3 202434,695$345.6K0.2%00.0%UnchangedHolders
Q2 202434,695$326.8K0.2%00.0%UnchangedHolders
Q1 202434,695$324.7K0.2%00.0%UnchangedHolders
Q4 202334,695$323.4K0.3%00.0%UnchangedHolders
Q3 202334,695$289.4K0.3%00.0%UnchangedHolders
Q2 202334,695$340.0K0.3%00.0%UnchangedHolders
Q1 202334,695$349.7K0.4%+34,695NewHolders