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Curated Wealth Partners LLC: GM position timeline

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

Curated Wealth Partners LLC held 3,678 GM 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 3,678 shares
    Change vs previous 13F +402 shares

    0.03% of the 13F portfolio, value $283,501.

    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 3,276 shares
    Change vs previous 13F -8,708 shares

    0.03% of the 13F portfolio, value $244,063.

    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 11,984 shares
    Change vs previous 13F -4,856 shares

    0.11% of the 13F portfolio, value $974,539.

    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 16,840 shares
    Change vs previous 13F -1,290 shares

    0.12% of the 13F portfolio, value $1,026,736.

    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 18,130 shares
    Change vs previous 13F -7,224 shares

    0.1% of the 13F portfolio, value $892,180.

    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 25,354 shares
    Change vs previous 13F +3,758 shares

    0.15% of the 13F portfolio, value $1,192,396.

    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 21,596 shares
    Change vs previous 13F +1,252 shares

    0.13% of the 13F portfolio, value $1,150,419.

    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 20,344 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $912,225.

    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).