Skip to content
Disclosery

Curated Wealth Partners LLC: LH position timeline

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

Curated Wealth Partners LLC held 1,187 LH 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 1,187 shares
    Change vs previous 13F -2,269 shares

    0.04% of the 13F portfolio, value $332,360.

    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 3,456 shares
    Change vs previous 13F -336 shares

    0.12% of the 13F portfolio, value $922,094.

    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 3,792 shares
    Change vs previous 13F -178 shares

    0.1% of the 13F portfolio, value $951,337.

    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 3,970 shares
    Change vs previous 13F +55 shares

    0.14% of the 13F portfolio, value $1,139,627.

    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 3,915 shares
    Change vs previous 13F -238 shares

    0.12% of the 13F portfolio, value $1,027,727.

    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 4,153 shares
    Change vs previous 13F +546 shares

    0.13% of the 13F portfolio, value $966,569.

    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 3,607 shares
    Change vs previous 13F +221 shares

    0.09% of the 13F portfolio, value $827,158.

    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 3,386 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $756,702.

    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).