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Disclosery

Curated Wealth Partners LLC: MA position timeline

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

Curated Wealth Partners LLC held 1,336 MA 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 1,336 shares
    Change vs previous 13F -297 shares

    0.08% of the 13F portfolio, value $686,170.

    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 1,633 shares
    Change vs previous 13F +157 shares

    0.1% of the 13F portfolio, value $815,944.

    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 1,476 shares
    Change vs previous 13F -2,257 shares

    0.09% of the 13F portfolio, value $842,617.

    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 3,733 shares
    Change vs previous 13F -2 shares

    0.26% of the 13F portfolio, value $2,123,369.

    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 3,735 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $2,098,846.

    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 3,734 shares
    Change vs previous 13F +83 shares

    0.26% of the 13F portfolio, value $2,046,681.

    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 3,651 shares
    Change vs previous 13F -60 shares

    0.22% of the 13F portfolio, value $1,922,509.

    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 3,711 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,832,493.

    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).