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Livermore
Livermore
ZHEN

Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

PZC holding history

PIMCO California Municipal Income Fund III 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.

PZC overviewAll 13F holders of PZCFull 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 PZC by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−96,446−100.0%Sold outHolders
Q2 202596,446$600.9K0.3%00.0%UnchangedHolders
Q1 202596,446$628.8K0.4%00.0%UnchangedHolders
Q4 202496,446$662.6K0.4%00.0%UnchangedHolders
Q3 202496,446$723.3K0.4%00.0%UnchangedHolders
Q2 202496,446$692.5K0.5%00.0%UnchangedHolders
Q1 202496,446$732.0K0.6%00.0%UnchangedHolders
Q4 202396,446$710.8K0.6%00.0%UnchangedHolders
Q3 202396,446$660.7K0.6%00.0%UnchangedHolders
Q2 202396,446$742.6K0.7%00.0%UnchangedHolders
Q1 202396,446$748.4K0.8%+96,446NewHolders