Skip to content
Disclosery

Curated Wealth Partners LLC: RBC position timeline

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

Curated Wealth Partners LLC held 1,716 RBC 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 1,716 shares
    Change vs previous 13F -221 shares

    0.13% of the 13F portfolio, value $1,105,208.

    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 1,937 shares
    Change vs previous 13F -206 shares

    0.13% of the 13F portfolio, value $1,052,024.

    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 2,143 shares
    Change vs previous 13F +306 shares

    0.1% of the 13F portfolio, value $960,987.

    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 1,837 shares
    Change vs previous 13F +46 shares

    0.09% of the 13F portfolio, value $716,962.

    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 1,791 shares
    Change vs previous 13F -187 shares

    0.08% of the 13F portfolio, value $689,176.

    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).

  6. period ended2025-03-31
    13F 1,978 shares
    Change vs previous 13F -11 shares

    0.08% of the 13F portfolio, value $636,461.

    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).

  7. period ended2024-12-31
    13F 1,989 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $594,990.

    13F-HR 0001085146-25-000353 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).

  8. period ended2024-09-30
    13F 1,957 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $585,886.

    13F-HR 0001085146-24-004640 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).