Core Wealth Partners LLC
- SEC CIK
- 0001965078
- Latest filing
- Jul 17, 2026
SRE holding history
Sempra 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.
SRE overviewAll 13F holders of SREFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −2,926−100.0% | Sold outConverted for a 2-for-1 split | Holders |
| Q2 2023 | 1,463 | $212.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,463 | $221.1K | 0.2% | −994−40.5% | Reduced | Holders |
| Q4 2022 | 2,457 | $254.6K | 0.3% | – | No prior filing | Holders |