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Disclosery

Curated Wealth Partners LLC: VTV position timeline

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

Curated Wealth Partners LLC held 8,516 VTV 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 8,516 shares
    Change vs previous 13F +2 shares

    0.21% of the 13F portfolio, value $1,856,009.

    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 8,514 shares
    Change vs previous 13F +2 shares

    0.21% of the 13F portfolio, value $1,670,548.

    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 8,512 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $1,625,757.

    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 8,508 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $1,586,684.

    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 8,506 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,503,345.

    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 8,506 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $1,469,322.

    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 8,503 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,439,661.

    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).