Position in EFX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$16,689,248
New position
Shares Held
105,149
first reported quarter
Ownership
0.088%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4
of 82 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. EFX ranks #1 (48.1% of the industry book) .
All Filings in EFX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,689,248 | 105,149 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||