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Disclosery

Curated Wealth Partners LLC: VTI position timeline

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

Curated Wealth Partners LLC held 4,318 VTI 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 4,318 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $1,597,624.

    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 4,315 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $1,384,315.

    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 4,313 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $1,445,828.

    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 4,308 shares
    Change vs previous 13F +120 shares

    0.17% of the 13F portfolio, value $1,413,678.

    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 4,188 shares
    Change vs previous 13F +400 shares

    0.15% of the 13F portfolio, value $1,272,634.

    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 3,788 shares
    Change vs previous 13F +14 shares

    0.13% of the 13F portfolio, value $1,040,892.

    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 3,774 shares
    Change vs previous 13F +1,352 shares

    0.12% of the 13F portfolio, value $1,093,524.

    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 2,422 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $685,842.

    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).