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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

  1. period ended2026-06-30
    13F/A 2,666 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 5,486 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 8,281 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 7,405 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 7,473 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 7,299 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 7,020 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 6,449 shares
    Change 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), ingested

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