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Disclosery

Curated Wealth Partners LLC: SPY position timeline

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

Curated Wealth Partners LLC held 52,711 SPY 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 52,711 shares
    Change vs previous 13F +794 shares

    4.56% of the 13F portfolio, value $39,363,027.

    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 51,917 shares
    Change vs previous 13F +143 shares

    4.25% of the 13F portfolio, value $33,763,725.

    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 51,774 shares
    Change vs previous 13F +141 shares

    3.82% of the 13F portfolio, value $35,305,745.

    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 51,633 shares
    Change vs previous 13F 0 shares

    4.16% of the 13F portfolio, value $34,396,885.

    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 51,633 shares
    Change vs previous 13F +124 shares

    3.74% of the 13F portfolio, value $31,901,456.

    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 51,509 shares
    Change vs previous 13F +279 shares

    3.73% of the 13F portfolio, value $28,813,622.

    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 51,230 shares
    Change vs previous 13F 0 shares

    3.43% of the 13F portfolio, value $30,024,876.

    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 51,230 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $29,393,723.

    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).