Curated Wealth Partners LLC: CERT position timeline

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

Curated Wealth Partners LLC held 0 CERT shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -10,129 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 10,129 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $89,236.
13F-HR 0001085146-26-000066 filed by Curated Wealth Partners LLC
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).