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Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

AAPL holding history

Apple Inc. in every 13F filed by Curated Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
46,739
Value
$13.5M
% of portfolio
1.6%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,739$13.5M1.6%+5,847+14.3%AddedHolders
Q1 202640,892$10.4M1.3%+7,683+23.1%AddedHolders
Q4 202533,209$9.03M1.0%−11,527−25.8%ReducedHolders
Q3 202544,736$11.4M1.4%−2,734−5.8%ReducedHolders
Q2 202547,470$9.74M1.1%+732+1.6%AddedHolders
Q1 202546,738$10.4M1.3%−2,579−5.2%ReducedHolders
Q4 202449,317$12.3M1.4%−3,696−7.0%ReducedHolders
Q3 202453,013$12.4M1.6%+2,913+5.8%AddedHolders
Q2 202450,100$10.6M1.5%+50,100NewHolders
Q1 20240$00.0%−43,247−100.0%Sold outHolders
Q4 202343,247$8.33M1.4%−1,819−4.0%ReducedHolders
Q3 202345,066$7.72M1.4%−30.0%ReducedHolders
Q2 202345,069$8.74M1.7%−20.0%ReducedHolders
Q1 202345,071$7.43M1.7%−1,856−4.0%ReducedHolders
Q4 202246,927$6.10M1.5%−90.0%ReducedHolders
Q3 202246,936$6.49M1.9%+122+0.3%AddedHolders
Q2 202246,814$6.40M1.9%+1,848+4.1%AddedHolders
Q1 202244,966$7.99M2.7%00.0%UnchangedHolders
Q4 202144,966$7.99M2.6%00.0%UnchangedHolders
Q3 202144,966$6.36M3.6%+54+0.1%AddedHolders
Q2 202144,912$6.15M3.3%−248−0.5%ReducedHolders
Q1 202145,160$5.52M3.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.