Curated Wealth Partners LLC: PNBK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curated Wealth Partners LLC on PNBK, newest first. How the timeline and the estimate are built.
Curated Wealth Partners LLC held 427,980 PNBK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F/A 427,980 sharesChange vs previous 13F -399,360 shares
0.05% of the 13F portfolio, value $409,791.
13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 827,340 sharesChange vs previous 13F -53,957 shares
0.13% of the 13F portfolio, value $1,067,268.
13F-HR 0001085146-26-000338 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 881,297 sharesChange vs previous 13F -50,000 shares
0.17% of the 13F portfolio, value $1,603,961.
13F-HR 0001085146-26-000066 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 931,297 sharesChange vs previous 13F +264,630 shares
0.15% of the 13F portfolio, value $1,210,686.
13F-HR 0001085146-25-005881 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 666,667 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $1,013,334.
13F-HR 0001085146-25-004199 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).