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Disclosery

Curated Wealth Partners LLC: PEP position timeline

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

Curated Wealth Partners LLC held 1,694 PEP 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 1,694 shares
    Change vs previous 13F +1,694 shares

    0.03% of the 13F portfolio, value $229,366.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -5,915 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 5,915 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,005,846.

    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).