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Curated Wealth Partners LLC: PXED position timeline

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

Curated Wealth Partners LLC held 65,005 PXED 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 65,005 shares
    Change vs previous 13F +5 shares

    0.25% of the 13F portfolio, value $2,135,414.

    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 65,000 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,044,900.

    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 65,000 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,969,500.

    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).