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Curated Wealth Partners LLC: APO position timeline

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

Curated Wealth Partners LLC held 2,209,503 APO 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 2,209,503 shares
    Change vs previous 13F -9,763 shares

    30.28% of the 13F portfolio, value $261,406,323.

    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 2,219,266 shares
    Change vs previous 13F -5,761 shares

    31.16% of the 13F portfolio, value $247,270,650.

    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 2,225,027 shares
    Change vs previous 13F -3,809 shares

    34.81% of the 13F portfolio, value $322,094,858.

    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 2,228,836 shares
    Change vs previous 13F -642 shares

    35.93% of the 13F portfolio, value $297,036,914.

    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 2,229,478 shares
    Change vs previous 13F +112 shares

    37.09% of the 13F portfolio, value $316,295,994.

    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 2,229,366 shares
    Change vs previous 13F +6,623 shares

    39.5% of the 13F portfolio, value $305,289,442.

    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 2,222,743 shares
    Change vs previous 13F -107,964 shares

    41.91% of the 13F portfolio, value $367,108,153.

    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 2,330,707 shares
    Change vs previous 13F not available

    37.24% of the 13F portfolio, value $291,128,659.

    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).