Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$471,383
+$180,601 QoQ
Shares Held
3,368
+31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,747
of 2,621 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $3,879,343 across 5 Banks - Diversified names. C ranks #3 (12.2% of the industry book) .
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,383 | 3,368 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $290,782 | 2,564 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $516,235 | 4,424 | Shares | Other | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||