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Curated Wealth Partners LLC: TSLA position timeline

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

Curated Wealth Partners LLC held 4,491 TSLA 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 4,491 shares
    Change vs previous 13F +2,032 shares

    0.22% of the 13F portfolio, value $1,888,915.

    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 2,459 shares
    Change vs previous 13F +1,252 shares

    0.12% of the 13F portfolio, value $914,136.

    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 1,207 shares
    Change vs previous 13F +55 shares

    0.06% of the 13F portfolio, value $542,813.

    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 1,152 shares
    Change vs previous 13F -640 shares

    0.06% of the 13F portfolio, value $512,318.

    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 1,792 shares
    Change vs previous 13F +82 shares

    0.07% of the 13F portfolio, value $569,246.

    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 1,710 shares
    Change vs previous 13F +719 shares

    0.06% of the 13F portfolio, value $443,162.

    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 991 shares
    Change vs previous 13F +15 shares

    0.05% of the 13F portfolio, value $400,206.

    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 976 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $255,352.

    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).