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Disclosery

Curated Wealth Partners LLC: MSFT position timeline

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

Curated Wealth Partners LLC held 13,202 MSFT 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 13,202 shares
    Change vs previous 13F -1,905 shares

    0.57% of the 13F portfolio, value $4,924,610.

    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 15,107 shares
    Change vs previous 13F +4,083 shares

    0.7% of the 13F portfolio, value $5,592,160.

    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 11,024 shares
    Change vs previous 13F -4,796 shares

    0.58% of the 13F portfolio, value $5,331,426.

    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 15,820 shares
    Change vs previous 13F -543 shares

    0.99% of the 13F portfolio, value $8,193,971.

    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 16,363 shares
    Change vs previous 13F +67 shares

    0.95% of the 13F portfolio, value $8,139,120.

    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 16,296 shares
    Change vs previous 13F +645 shares

    0.79% of the 13F portfolio, value $6,117,354.

    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 15,651 shares
    Change vs previous 13F -59 shares

    0.75% of the 13F portfolio, value $6,596,902.

    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 15,710 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,760,015.

    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).