Position in PR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,393,304
-$199,363 QoQ
Shares Held
75,682
+1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#272
of 614 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Curated Wealth Partners LLC holds $5,695,217 across 4 Oil & Gas E&P names. PR ranks #2 (24.5% of the industry book) .
All Filings in PR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,393,304 | 75,682 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,592,667 | 74,703 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $990,532 | 70,601 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $894,131 | 69,854 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $951,411 | 69,854 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $967,477 | 69,854 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,364,000 | 94,854 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,290,962 | 94,854 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,531,892 | 94,854 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||