Curated Wealth Partners LLC

Position in CARL — Carlsmed, Inc.

CIK 1781284 EL SEGUNDO, CA

Position in CARL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$467,100

New position

Shares Held

45,000

first reported quarter

Ownership

0.166%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1

of 10 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Curated Wealth Partners LLC holds $31,679,077 across 6 Health Information Services names. CARL ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc.	319,075	$28,818,853
2	VEEV	Veeva Systems Inc	7,215	$1,280,445
3	CTEV	Claritev Corp	30,000	$1,023,300
4	CARL	Carlsmed, Inc. This page	45,000	$467,100
5	CERT	Certara, Inc.	10,000	$65,500
6	SPOK	Spok Holdings, Inc	2,332	$23,879

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,100	45,000	—	Shares	Other	2026-07-13
No filing history on record for this holder in this stock.