Ownership history in Core Wealth Partners LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Partners LLC reported a position in FRANKLIN TEMPLETON ETF TR (FLQL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 14,244 | +87 | +0.6% | 0.44% | $988K | $69.33 |
| 2025 Q3 | REDUCED | 14,157 | -1,377 | -8.9% | 0.44% | $969K | $68.17 |
| 2025 Q2 | UNCHANGED | 15,534 | — | 0% | 0.50% | $981K | $62.77 |
| 2025 Q1 | REDUCED | 15,534 | -756 | -4.6% | 0.51% | $877K | $55.91 |
| 2024 Q4 | REDUCED | 16,290 | -298 | -1.8% | 0.55% | $955K | $57.95 |
| 2024 Q3 | REDUCED | 16,588 | -545 | -3.2% | 0.58% | $965K | $57.23 |
| 2024 Q2 | REDUCED | 17,133 | -400 | -2.3% | 0.65% | $952K | $54.55 |
| 2024 Q1 | ADDED | 17,533 | +820 | +4.9% | 0.71% | $934K | $52.12 |
| 2023 Q4 | REDUCED | 16,713 | -332 | -1.9% | 0.65% | $798K | $46.61 |
| 2023 Q3 | UNCHANGED | 17,045 | — | 0% | 0.67% | $734K | $41.87 |
As of 2025 Q4 — sorted by position size