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Disclosery

Curated Wealth Partners LLC: IVV position timeline

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

Curated Wealth Partners LLC held 13,595 IVV 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 13,595 shares
    Change vs previous 13F +1,874 shares

    1.18% of the 13F portfolio, value $10,181,160.

    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 11,721 shares
    Change vs previous 13F -45 shares

    0.96% of the 13F portfolio, value $7,656,274.

    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 11,766 shares
    Change vs previous 13F +2,197 shares

    0.87% of the 13F portfolio, value $8,059,003.

    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 9,569 shares
    Change vs previous 13F -3,371 shares

    0.77% of the 13F portfolio, value $6,404,533.

    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 12,940 shares
    Change vs previous 13F -1,091 shares

    0.94% of the 13F portfolio, value $8,034,446.

    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 14,031 shares
    Change vs previous 13F +2,040 shares

    1.02% of the 13F portfolio, value $7,884,020.

    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 11,991 shares
    Change vs previous 13F +915 shares

    0.81% of the 13F portfolio, value $7,058,865.

    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 11,076 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $6,388,857.

    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).