Ownership history in COREPATH WEALTH PARTNERS LLC · 20 quarters on record
This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS LLC reported a position in ISHARES TR (TIP). 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 | REDUCED | 4,694 | -95 | -2.0% | 0.35% | $517K | $109.91 |
| 2025 Q3 | REDUCED | 4,789 | -609 | -11.3% | 0.39% | $531K | $110.00 |
| 2025 Q2 | ADDED | 5,398 | +1 | +0.0% | 0.50% | $590K | $107.79 |
| 2025 Q1 | REDUCED | 5,397 | -107 | -1.9% | 0.56% | $588K | $107.33 |
| 2024 Q4 | REDUCED | 5,504 | -5 | -0.1% | 0.57% | $585K | $102.95 |
| 2024 Q3 | REDUCED | 5,509 | -47 | -0.8% | 0.59% | $603K | $106.18 |
| 2024 Q2 | REDUCED | 5,556 | -1,436 | -20.5% | 0.63% | $594K | $102.03 |
| 2024 Q1 | REDUCED | 6,992 | -3,928 | -36.0% | 0.82% | $739K | $101.20 |
| 2023 Q4 | REDUCED | 10,920 | -2,472 | -18.5% | 0.65% | $1.2M | $101.27 |
| 2023 Q3 | REDUCED | 13,392 | -1,423 | -9.6% | 0.84% | $1.4M | $96.89 |
As of 2025 Q4 — sorted by position size