Curated Wealth Partners LLC: SSNC position timeline

Curated Wealth Partners LLC held 0 SSNC shares at 2025-09-30 per its 13F-HR filed 2025-10-09.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -6,950 shares

   13F-HR 0001085146-25-005881 filed by Curated Wealth Partners LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-06-30

   13F 6,950 shares

   Change vs previous 13F -2,615 shares

   0.07% of the 13F portfolio, value $575,459.

   13F-HR 0001085146-25-004199 filed by Curated Wealth Partners LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 9,565 shares

   Change vs previous 13F -2,877 shares

   0.1% of the 13F portfolio, value $798,966.

   13F-HR 0001085146-25-002091 filed by Curated Wealth Partners LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 12,442 shares

   Change vs previous 13F +695 shares

   0.11% of the 13F portfolio, value $942,853.

   13F-HR 0001085146-25-000353 filed by Curated Wealth Partners LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 11,747 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $871,746.

   13F-HR 0001085146-24-004640 filed by Curated Wealth Partners LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).