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Curated Wealth Partners LLC: VOO position timeline

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

Curated Wealth Partners LLC held 96,115 VOO 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 96,115 shares
    Change vs previous 13F +15,973 shares

    7.65% of the 13F portfolio, value $66,012,751.

    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 80,142 shares
    Change vs previous 13F +9,757 shares

    6.03% of the 13F portfolio, value $47,889,388.

    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 70,385 shares
    Change vs previous 13F +7,931 shares

    4.77% of the 13F portfolio, value $44,140,684.

    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 62,454 shares
    Change vs previous 13F +5,791 shares

    4.63% of the 13F portfolio, value $38,245,722.

    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 56,663 shares
    Change vs previous 13F +3,170 shares

    3.77% of the 13F portfolio, value $32,186,494.

    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 53,493 shares
    Change vs previous 13F +4,993 shares

    3.56% of the 13F portfolio, value $27,490,776.

    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 48,500 shares
    Change vs previous 13F +4,012 shares

    2.98% of the 13F portfolio, value $26,132,494.

    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 44,488 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $23,475,045.

    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).