Skip to content

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

  1. period ended2026-06-30
    13F/A 427,980 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 827,340 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 881,297 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 931,297 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 666,667 shares
    Change 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), ingested

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