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Disclosery

Curated Wealth Partners LLC: POOL position timeline

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

Curated Wealth Partners LLC held 2,311 POOL 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 2,311 shares
    Change vs previous 13F -215 shares

    0.06% of the 13F portfolio, value $496,633.

    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 2,526 shares
    Change vs previous 13F +2,526 shares

    0.06% of the 13F portfolio, value $511,087.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -682 shares

    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).

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

  4. period ended2025-03-31
    13F 682 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $217,114.

    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).