Skip to content
Disclosery

Curated Wealth Partners LLC: META position timeline

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

Curated Wealth Partners LLC held 6,909 META 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 6,909 shares
    Change vs previous 13F +234 shares

    0.45% of the 13F portfolio, value $3,891,771.

    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 6,675 shares
    Change vs previous 13F +376 shares

    0.48% of the 13F portfolio, value $3,818,968.

    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 6,299 shares
    Change vs previous 13F +2,068 shares

    0.45% of the 13F portfolio, value $4,157,908.

    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 4,231 shares
    Change vs previous 13F -342 shares

    0.38% of the 13F portfolio, value $3,107,161.

    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 4,573 shares
    Change vs previous 13F -230 shares

    0.4% of the 13F portfolio, value $3,375,287.

    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 4,803 shares
    Change vs previous 13F +644 shares

    0.36% of the 13F portfolio, value $2,768,255.

    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 4,159 shares
    Change vs previous 13F -70 shares

    0.28% of the 13F portfolio, value $2,435,136.

    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 4,229 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,420,848.

    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).