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Disclosery

Curated Wealth Partners LLC: WMT position timeline

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

Curated Wealth Partners LLC held 4,315 WMT 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 4,315 shares
    Change vs previous 13F +1,102 shares

    0.06% of the 13F portfolio, value $488,717.

    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 3,213 shares
    Change vs previous 13F +807 shares

    0.05% of the 13F portfolio, value $399,314.

    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 2,406 shares
    Change vs previous 13F -69 shares

    0.03% of the 13F portfolio, value $268,052.

    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 2,475 shares
    Change vs previous 13F -457 shares

    0.03% of the 13F portfolio, value $255,073.

    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 2,932 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $286,691.

    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 2,923 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $256,611.

    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).