Position in RBC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$19,963,926
+$18,911,904 QoQ
Shares Held
30,997
+1500.3% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3
of 45 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RBC Over Time
Shares Held
Position Value (USD)
Derivatives in RBC
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$513,934
PutShares
1,901
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $53,677,854 across 3 Tools & Accessories names. RBC ranks #1 (37.2% of the industry book) .
All Filings in RBC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,963,926 | 30,997 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $1,052,022 | 1,937 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $960,984 | 2,143 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $716,961 | 1,837 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $689,176 | 1,791 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $636,460 | 1,978 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $594,989 | 1,989 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $585,886 | 1,957 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $553,588 | 2,052 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $513,934 | 1,901 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $553,826 | 1,944 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $468,494 | 2,001 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $435,157 | 2,001 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $465,692 | 2,001 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $418,909 | 2,001 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $415,827 | 2,001 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $380,072 | 2,055 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $321,840 | 1,660 | Shares | Other | 2022-04-28 | |
| 2021-09-30 | $425,673 | 2,006 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $337,418 | 1,692 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $318,767 | 1,620 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $264,621 | 1,478 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||