Curated Wealth Partners LLC: ACWI position timeline

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

Curated Wealth Partners LLC held 2,862 ACWI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F/A 2,862 shares
Change vs previous 13F +1,125 shares
0.05% of the 13F portfolio, value $449,264.
13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,737 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $240,363.
13F-HR 0001085146-26-000338 filed by Curated Wealth Partners LLC
Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).