Core Wealth Partners LLC

SEC CIK: 0001965078
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. 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.

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 1,293
Value: $293.4K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of WELL by Core Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,293	$293.4K	0.1%	+5+0.4%	Added	Holders
Q1 2026	1,288	$254.7K	0.1%	+4+0.3%	Added	Holders
Q4 2025	1,284	$238.3K	0.1%	+155+13.7%	Added	Holders
Q3 2025	1,129	$201.1K	0.1%	+1,129	New	Holders