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Curated Wealth Partners LLCGARPConcentrated long-term

CIK: 0001781284 | EL SEGUNDO, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR1469$1.2B2026-10-15SEC ↗
Q2 2026Amended
13F-HR/A1673$773.6M2026-07-13SEC ↗
Q1 2026
13F-HR572$793.6M2026-04-09SEC ↗
Q4 2025
13F-HR374$925.3M2026-01-12SEC ↗
Q3 2025
13F-HR266$826.7M2025-10-09SEC ↗
Q2 2025
13F-HR278$852.7M2025-07-28SEC ↗
Q1 2025
13F-HR289$772.9M2025-04-15SEC ↗
Q4 2024
13F-HR248$876.0M2025-01-21SEC ↗
Q3 2024
13F-HR233$781.7M2024-10-04SEC ↗
Q2 2024
13F-HR235$716.8M2024-07-12SEC ↗
Q1 2024
13F-HR1403$680.7M2024-04-12SEC ↗
Q4 2023
13F-HR231$612.2M2024-01-09SEC ↗
Q3 2023
13F-HR224$548.9M2023-10-24SEC ↗
Q2 2023
13F-HR236$515.0M2023-07-11SEC ↗
Q1 2023
13F-HR231$444.4M2023-04-27SEC ↗
Q4 2022
13F-HR225$412.2M2023-01-30SEC ↗
Q3 2022
13F-HR214$8.1M2022-10-14SEC ↗
Q2 2022
13F-HR218$5.8M2022-07-27SEC ↗
Q1 2022
13F-HR246$1.8M2022-04-28SEC ↗
Q4 2021
13F-HR252$3.1M2022-02-03SEC ↗
Q3 2021
13F-HR170$3.0M2021-11-08SEC ↗
Q2 2021
13F-HR173$3.6M2021-08-11SEC ↗
Q1 2021
13F-HR163$3.2M2021-05-14SEC ↗
Q4 2020
13F-HR158$2.4M2021-02-16SEC ↗