Curated Wealth Partners LLC
CIK
0001781284
City
EL SEGUNDO
State / Country
CA
Holdings in ARDC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,169,176 | 87,908 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $1,204,940 | 85,639 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $1,217,786 | 85,639 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $1,209,222 | 85,639 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $1,304,355 | 86,324 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $1,319,030 | 86,324 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $1,285,364 | 86,324 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $1,218,641 | 85,639 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $1,234,255 | 89,764 | Shares | Sole | 2024-01-09 |
| 2023-09-30 | $1,152,602 | 89,349 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $1,087,062 | 88,164 | Shares | Sole | 2023-07-11 |
| 2023-03-31 | $1,025,098 | 85,639 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $992,556 | 85,639 | Shares | Sole | 2023-01-30 |
| 2022-09-30 | $1,006,258 | 85,639 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $1,044,795 | 85,639 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $1,236,627 | 85,639 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $1,398,484 | 85,639 | Shares | Sole | 2022-02-03 |
| 2021-09-30 | $1,386,495 | 85,639 | Shares | Sole | 2021-11-08 |
| 2021-06-30 | $1,384,782 | 85,639 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $1,287,154 | 85,639 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,223,781 | 85,639 | Shares | Sole | 2021-02-16 |