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Disclosery

Curated Wealth Partners LLC: CCC position timeline

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

Curated Wealth Partners LLC held 0 CCC 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 0 shares
    Change vs previous 13F -21,799 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 21,799 shares
    Change vs previous 13F -875 shares

    0.02% of the 13F portfolio, value $130,794.

    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 22,674 shares
    Change vs previous 13F +9,401 shares

    0.02% of the 13F portfolio, value $180,258.

    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 13,273 shares
    Change vs previous 13F +1,315 shares

    0.01% of the 13F portfolio, value $120,918.

    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 11,958 shares
    Change vs previous 13F -2,310 shares

    0.01% of the 13F portfolio, value $112,524.

    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 14,268 shares
    Change vs previous 13F +4,224 shares

    0.02% of the 13F portfolio, value $128,841.

    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 10,044 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $117,815.

    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).