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Curated Wealth Partners LLC: FERG position timeline

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

Curated Wealth Partners LLC held 977 FERG 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 977 shares
    Change vs previous 13F -2,211 shares

    0.03% of the 13F portfolio, value $231,870.

    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 3,188 shares
    Change vs previous 13F -469 shares

    0.09% of the 13F portfolio, value $743,634.

    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 3,657 shares
    Change vs previous 13F -944 shares

    0.09% of the 13F portfolio, value $814,158.

    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 4,601 shares
    Change vs previous 13F -792 shares

    0.12% of the 13F portfolio, value $1,033,291.

    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 5,393 shares
    Change vs previous 13F -103 shares

    0.14% of the 13F portfolio, value $1,174,328.

    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 5,496 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $880,623.

    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).