Curated Wealth Partners LLC: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curated Wealth Partners LLC on APH, newest first. How the timeline and the estimate are built.
Curated Wealth Partners LLC held 1,702 APH shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F/A 1,702 sharesChange vs previous 13F -295 shares
0.03% of the 13F portfolio, value $300,096.
13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,997 sharesChange vs previous 13F +1,997 shares
0.03% of the 13F portfolio, value $252,321.
13F-HR 0001085146-26-000338 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -4,700 shares
13F-HR 0001085146-26-000066 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 4,700 sharesChange vs previous 13F -62 shares
0.07% of the 13F portfolio, value $581,626.
13F-HR 0001085146-25-005881 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,762 sharesChange vs previous 13F +10 shares
0.06% of the 13F portfolio, value $470,248.
13F-HR 0001085146-25-004199 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,752 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $311,684.
13F-HR 0001085146-25-002091 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,752 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $330,026.
13F-HR 0001085146-25-000353 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,752 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $309,640.
13F-HR 0001085146-24-004640 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).