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Disclosery

Curated Wealth Partners LLC: IWF position timeline

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

Curated Wealth Partners LLC held 17,572 IWF 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 17,572 shares
    Change vs previous 13F +13,179 shares

    0.25% of the 13F portfolio, value $2,181,915.

    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 4,393 shares
    Change vs previous 13F -535 shares

    0.24% of the 13F portfolio, value $1,873,175.

    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 4,928 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,332,424.

    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 4,928 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,308,326.

    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 4,928 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $2,092,332.

    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 4,927 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,779,090.

    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 4,927 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,978,586.

    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 4,927 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,849,498.

    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).