Position in COF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$459,218
-$567,679 QoQ
Shares Held
2,289
-59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,282
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $2,385,311 across 3 Credit Services names. COF ranks #3 (19.3% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,218 | 2,289 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,026,897 | 5,629 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $1,254,212 | 5,175 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $1,486,571 | 6,993 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $1,518,893 | 7,139 | Shares | Other | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||