Number of Shares
142,768
Previous 42,745 234.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
N/A
100,023 Added 234.0%
142,768 $0
Q3 2025

Oct 09, 2025

BUY
N/A
1,070 Added 2.57%
42,745 $0
Q2 2025

Jul 28, 2025

BUY
N/A
41,675 New
41,675 $0
Track This Portfolio

Track Curated Wealth Partners LLC Portfolio

Follow Curated Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curated Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curated Wealth Partners LLC with notifications on news.