Position in CRAI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,692,000
New position
Shares Held
40,000
first reported quarter
Ownership
0.619%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1
of 11 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Consulting Services
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $34,698,127 across 5 Consulting Services names. CRAI ranks #3 (16.4% of the industry book) .
All Filings in CRAI
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,692,000 | 40,000 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||