Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,239,925
-$29,480 QoQ
Shares Held
3,614
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,770
of 4,501 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$1,081,147
PutShares
3,874
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 Credit Services
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $2,385,311 across 3 Credit Services names. V ranks #1 (52.0% of the industry book) .
All Filings in V
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239,925 | 3,614 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,269,405 | 4,200 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $1,531,899 | 4,368 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $1,035,062 | 3,032 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,081,125 | 3,045 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,149,506 | 3,280 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $988,256 | 3,127 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $931,255 | 3,387 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $888,984 | 3,387 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,081,147 | 3,874 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $1,059,362 | 4,069 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $899,107 | 3,909 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $741,648 | 3,123 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $725,302 | 3,217 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $700,772 | 3,373 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $595,836 | 3,354 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $662,730 | 3,366 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $786,616 | 3,547 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $768,668 | 3,547 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $747,103 | 3,354 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $786,102 | 3,362 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $700,190 | 3,307 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $709,997 | 3,246 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||