Curated Wealth Partners LLC: PM position timeline

Curated Wealth Partners LLC held 2,809 PM 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 2,809 shares

   Change vs previous 13F +323 shares

   0.06% of the 13F portfolio, value $508,177.

   13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,486 shares

   Change vs previous 13F -20 shares

   0.05% of the 13F portfolio, value $411,035.

   13F-HR 0001085146-26-000338 filed by Curated Wealth Partners LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,506 shares

   Change vs previous 13F +2,506 shares

   0.04% of the 13F portfolio, value $401,963.

   13F-HR 0001085146-26-000066 filed by Curated Wealth Partners LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,124 shares

   13F-HR 0001085146-25-005881 filed by Curated Wealth Partners LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

5. period ended2025-06-30

   13F 1,124 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $204,713.

   13F-HR 0001085146-25-004199 filed by Curated Wealth Partners LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).