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Disclosery

Curated Wealth Partners LLC: CRM position timeline

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

Curated Wealth Partners LLC held 1,491 CRM 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 1,491 shares
    Change vs previous 13F -3,474 shares

    0.03% of the 13F portfolio, value $233,580.

    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 4,965 shares
    Change vs previous 13F +255 shares

    0.12% of the 13F portfolio, value $926,816.

    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 4,710 shares
    Change vs previous 13F +310 shares

    0.13% of the 13F portfolio, value $1,247,724.

    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 4,400 shares
    Change vs previous 13F +844 shares

    0.13% of the 13F portfolio, value $1,042,800.

    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 3,556 shares
    Change vs previous 13F +2,257 shares

    0.11% of the 13F portfolio, value $969,684.

    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 1,299 shares
    Change vs previous 13F +358 shares

    0.05% of the 13F portfolio, value $348,599.

    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 941 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $314,605.

    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 939 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,014.

    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).