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Disclosery

Curated Wealth Partners LLC: DVA position timeline

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

Curated Wealth Partners LLC held 18,784 DVA 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 18,784 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $4,179,064.

    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 18,784 shares
    Change vs previous 13F +244 shares

    0.36% of the 13F portfolio, value $2,886,914.

    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 18,540 shares
    Change vs previous 13F +5 shares

    0.23% of the 13F portfolio, value $2,106,330.

    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 18,535 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,462,746.

    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 18,535 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,640,311.

    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 18,535 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $2,835,299.

    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 18,535 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $2,771,910.

    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 18,535 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,038,443.

    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).