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Curated Wealth Partners LLC: DFAI position timeline

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

Curated Wealth Partners LLC held 735,149 DFAI 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 735,149 shares
    Change vs previous 13F +31,280 shares

    3.51% of the 13F portfolio, value $30,324,914.

    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 703,869 shares
    Change vs previous 13F +43,855 shares

    3.46% of the 13F portfolio, value $27,422,753.

    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 660,014 shares
    Change vs previous 13F +34,027 shares

    2.72% of the 13F portfolio, value $25,153,139.

    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 625,987 shares
    Change vs previous 13F +10,608 shares

    2.75% of the 13F portfolio, value $22,754,641.

    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 615,379 shares
    Change vs previous 13F +28,176 shares

    2.49% of the 13F portfolio, value $21,273,670.

    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 587,203 shares
    Change vs previous 13F +26,475 shares

    2.37% of the 13F portfolio, value $18,338,348.

    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 560,728 shares
    Change vs previous 13F +28,062 shares

    1.87% of the 13F portfolio, value $16,373,258.

    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 532,666 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $16,928,138.

    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).