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Disclosery

Curated Wealth Partners LLC: CL position timeline

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

Curated Wealth Partners LLC held 5,029 CL 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 5,029 shares
    Change vs previous 13F -9,432 shares

    0.05% of the 13F portfolio, value $461,060.

    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 14,461 shares
    Change vs previous 13F -1,422 shares

    0.16% of the 13F portfolio, value $1,232,509.

    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 15,883 shares
    Change vs previous 13F +742 shares

    0.14% of the 13F portfolio, value $1,255,074.

    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 15,141 shares
    Change vs previous 13F +2,971 shares

    0.15% of the 13F portfolio, value $1,210,373.

    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 12,170 shares
    Change vs previous 13F +1,574 shares

    0.13% of the 13F portfolio, value $1,106,254.

    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 10,596 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $992,845.

    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).