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Curated Wealth Partners LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curated Wealth Partners LLC on AAPL, newest first. How the timeline and the estimate are built.

Curated Wealth Partners LLC held 46,739 AAPL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 46,739 shares
    Change vs previous 13F +5,847 shares

    1.57% of the 13F portfolio, value $13,524,397.

    13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,892 shares
    Change vs previous 13F +7,683 shares

    1.31% of the 13F portfolio, value $10,377,980.

    13F-HR 0001085146-26-000338 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,209 shares
    Change vs previous 13F -11,527 shares

    0.98% of the 13F portfolio, value $9,028,199.

    13F-HR 0001085146-26-000066 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,736 shares
    Change vs previous 13F -2,734 shares

    1.38% of the 13F portfolio, value $11,391,135.

    13F-HR 0001085146-25-005881 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,470 shares
    Change vs previous 13F +732 shares

    1.14% of the 13F portfolio, value $9,739,421.

    13F-HR 0001085146-25-004199 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,738 shares
    Change vs previous 13F -2,579 shares

    1.34% of the 13F portfolio, value $10,381,913.

    13F-HR 0001085146-25-002091 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,317 shares
    Change vs previous 13F -3,696 shares

    1.41% of the 13F portfolio, value $12,349,966.

    13F-HR 0001085146-25-000353 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,013 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $12,352,029.

    13F-HR 0001085146-24-004640 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).