Curated Wealth Partners LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
El Segundo, CA
CIK
0001781284
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 134 548,900 13F-HR 10/23/2023 000108514623003873 Curated Wealth Partners LLC
Q2 2023 137 515,046 13F-HR 7/10/2023 000108514623002628 Curated Wealth Partners LLC
Q1 2023 133 444,420 13F-HR 4/27/2023 000108514623001940 Curated Wealth Partners LLC
Q4 2022 130 412,175 13F-HR 1/30/2023 000108514623000456 Curated Wealth Partners LLC
Q3 2022 126 340,464 13F-HR 10/13/2022 000108514622003404 Curated Wealth Partners LLC
Q2 2022 129 340,408 13F-HR 7/26/2022 000108514622002593 Curated Wealth Partners LLC
Q1 2022 139 295,160 13F-HR 4/28/2022 000178128422000002 Curated Wealth Partners LLC
Q4 2021 143 309,297 13F-HR 2/3/2022 000178128422000001 Curated Wealth Partners LLC
Q3 2021 144 179,167 13F-HR 11/8/2021 000178128421000006 Curated Wealth Partners LLC
Q2 2021 147 183,711 13F-HR 8/11/2021 000178128421000004 Curated Wealth Partners LLC
Q1 2021 140 162,769 13F-HR 5/14/2021 000178128421000003 Curated Wealth Partners LLC
Q4 2020 134 154,302 13F-HR 2/16/2021 000178128421000002 Curated Wealth Partners LLC