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Disclosery

Curated Wealth Partners LLC: IWO position timeline

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

Curated Wealth Partners LLC held 4,189 IWO 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 4,189 shares
    Change vs previous 13F -886 shares

    0.19% of the 13F portfolio, value $1,650,132.

    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 5,075 shares
    Change vs previous 13F -15,751 shares

    0.2% of the 13F portfolio, value $1,592,685.

    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 20,826 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $6,727,085.

    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).