Curated Wealth Partners LLC
Position in AZ — A2z Cust2mate Solutions Corp.
CIK 1781284
EL SEGUNDO, CA
Position in AZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$290,994
-$42,499 QoQ
Shares Held
49,999
0.0% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#30
of 50 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZ Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,808,769 across 7 Software - Application names. AZ ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
3,195 | $317,198 | |
| 2 | AZ |
A2z Cust2mate Solutions Corp.
This page
|
49,999 | $290,994 | |
| 3 | MANH |
Manhattan Associates Inc
|
1,863 | $259,422 | |
| 4 | SNOW |
Snowflake Inc.
|
1,006 | $256,026 | |
| 5 | UBER |
Uber Technologies, Inc
|
3,397 | $245,126 | |
| 6 | CRM |
Salesforce, Inc.
|
1,491 | $233,579 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
550 | $206,424 |
All Filings in AZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,994 | 49,999 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $333,493 | 49,999 | Shares | Sole | 2026-04-09 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||