Back to COF-PN
Core Wealth Partners LLC → COF-PN
Core Wealth Partners LLC COF-PN Position History
COF-PN
Quarters held
15
Latest value
$4M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $475K |
| Q3 2025 | $751K |
| Q3 2025 | $5.6M |
| Q4 2025 | $506K |
| Q4 2025 | $781K |
| Q4 2025 | $6.2M |
| Q1 2026 | $377K |
| Q1 2026 | $761K |
| Q1 2026 | $6.1M |
| Q2 2026 | $597K |
| Q2 2026 | $884K |
| Q2 2026 | $5.1M |
| Q3 2026 | $702K |
| Q3 2026 | $877K |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 188.8K | — | — |
| Q3 2026 | $877K | 18.0K | — | — |
| Q3 2026 | $702K | 14.8K | — | — |
| Q2 2026 | $5.1M | 228.0K | — | — |
| Q2 2026 | $884K | 17.9K | — | — |
| Q2 2026 | $597K | 12.6K | — | — |
| Q1 2026 | $6.1M | 272.7K | — | — |
| Q1 2026 | $761K | 17.9K | — | — |
| Q1 2026 | $377K | 9.4K | — | — |
| Q4 2025 | $6.2M | 272.5K | — | — |
| Q4 2025 | $781K | 17.9K | — | — |
| Q4 2025 | $506K | 11.4K | — | — |
| Q3 2025 | $5.6M | 244.9K | — | — |
| Q3 2025 | $751K | 17.9K | — | — |
| Q3 2025 | $475K | 10.8K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B