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Disclosery

Curated Wealth Partners LLC: SBAC position timeline

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

Curated Wealth Partners LLC held 0 SBAC 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 0 shares
    Change vs previous 13F -4,307 shares

    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).

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

  2. period ended2026-03-31
    13F 4,307 shares
    Change vs previous 13F -337 shares

    0.09% of the 13F portfolio, value $741,277.

    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 4,644 shares
    Change vs previous 13F +750 shares

    0.1% of the 13F portfolio, value $898,289.

    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 3,894 shares
    Change vs previous 13F +156 shares

    0.09% of the 13F portfolio, value $752,904.

    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 3,738 shares
    Change vs previous 13F -830 shares

    0.1% of the 13F portfolio, value $877,832.

    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 4,568 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,005,005.

    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).