Curated Wealth Partners LLC
Holdings in TCPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $211,070 | 38,587 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $239,239 | 38,587 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $297,119 | 38,587 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $309,081 | 38,587 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $248,992 | 28,587 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $236,986 | 28,587 | Shares | Sole | 2024-10-04 |