Curated Wealth Partners LLC: TXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curated Wealth Partners LLC on TXN, newest first. How the timeline and the estimate are built.
Curated Wealth Partners LLC held 2,666 TXN shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F/A 2,666 sharesChange vs previous 13F -2,820 shares
0.09% of the 13F portfolio, value $794,654.
13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,486 sharesChange vs previous 13F -2,795 shares
0.13% of the 13F portfolio, value $1,065,053.
13F-HR 0001085146-26-000338 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,281 sharesChange vs previous 13F +876 shares
0.16% of the 13F portfolio, value $1,436,670.
13F-HR 0001085146-26-000066 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,405 sharesChange vs previous 13F -68 shares
0.16% of the 13F portfolio, value $1,360,520.
13F-HR 0001085146-25-005881 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,473 sharesChange vs previous 13F +174 shares
0.18% of the 13F portfolio, value $1,551,544.
13F-HR 0001085146-25-004199 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,299 sharesChange vs previous 13F +279 shares
0.17% of the 13F portfolio, value $1,311,632.
13F-HR 0001085146-25-002091 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,020 sharesChange vs previous 13F +571 shares
0.15% of the 13F portfolio, value $1,316,320.
13F-HR 0001085146-25-000353 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,449 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $1,332,168.
13F-HR 0001085146-24-004640 filed by Curated Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).