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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

APAM holding history

Artisan Partners Asset Management 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.

APAM overviewAll 13F holders of APAMFull Q2 2026 holdings

Shares (Q2 2026)
9,227
Value
$318.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of APAM by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,227$318.6K<0.1%−463−4.8%ReducedHolders
Q1 20269,690$352.6K<0.1%00.0%UnchangedHolders
Q4 20259,690$394.8K<0.1%+2,313+31.4%AddedHolders
Q3 20257,377$320.2K<0.1%00.0%UnchangedHolders
Q2 20257,377$327.0K<0.1%00.0%UnchangedHolders
Q1 20257,377$288.4K<0.1%00.0%UnchangedHolders
Q4 20247,377$317.6K<0.1%00.0%UnchangedHolders
Q3 20247,377$319.6K<0.1%00.0%UnchangedHolders
Q2 20247,377$304.4K<0.1%+7,377NewHolders
Q1 20240$00.0%−9,872−100.0%Sold outHolders
Q4 20239,872$436.1K0.1%00.0%UnchangedHolders
Q3 20239,872$369.4K0.1%00.0%UnchangedHolders
Q2 20239,872$388.1K0.1%00.0%UnchangedHolders
Q1 20239,872$315.7K0.1%00.0%UnchangedHolders
Q4 20229,872$293.2K0.1%−238−2.4%ReducedHolders
Q3 202210,110$272.0K0.1%00.0%UnchangedHolders
Q2 202210,110$359.0K0.1%+5,245+107.8%AddedHolders
Q1 20224,865$233.0K0.1%00.0%UnchangedHolders
Q4 20214,865$233.0K0.1%−892−15.5%ReducedHolders
Q3 20215,757$282.0K0.2%00.0%UnchangedHolders
Q2 20215,757$293.0K0.2%+388+7.2%AddedHolders
Q1 20215,369$280.0K0.2%––Holders

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