Curated Wealth Partners LLC
Holdings in AZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $325,493 | 49,999 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $399,492 | 49,999 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $352,329 | 33,333 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $235,330 | 33,333 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $220,664 | 33,333 | Shares | Sole | 2025-01-21 |