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Curated Wealth Partners LLC: ARES position timeline

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

Curated Wealth Partners LLC held 1,470,108 ARES 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 1,470,108 shares
    Change vs previous 13F +1,573 shares

    18.96% of the 13F portfolio, value $163,637,724.

    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 1,468,535 shares
    Change vs previous 13F +49,265 shares

    20.19% of the 13F portfolio, value $160,217,171.

    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 1,419,270 shares
    Change vs previous 13F +627 shares

    24.79% of the 13F portfolio, value $229,396,609.

    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 1,418,643 shares
    Change vs previous 13F -70,366 shares

    27.44% of the 13F portfolio, value $226,826,827.

    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 1,489,009 shares
    Change vs previous 13F 0 shares

    30.24% of the 13F portfolio, value $257,896,360.

    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 1,489,009 shares
    Change vs previous 13F +3,237 shares

    28.24% of the 13F portfolio, value $218,303,609.

    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 1,485,772 shares
    Change vs previous 13F -171,385 shares

    30.03% of the 13F portfolio, value $263,026,216.

    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 1,657,157 shares
    Change vs previous 13F not available

    33.04% of the 13F portfolio, value $258,251,347.

    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).