Position in AN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,425,576
New position
Shares Held
45,350
first reported quarter
Ownership
0.136%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 31 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Curated Wealth Partners LLC holds $38,910,454 across 6 Auto & Truck Dealerships names. AN ranks #3 (21.7% of the industry book) .
All Filings in AN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,425,576 | 45,350 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||