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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

ARES holding history

Ares Management Corp 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.

ARES overviewAll 13F holders of ARESFull Q2 2026 holdings

Shares (Q2 2026)
1,470,108
Value
$163.6M
% of portfolio
19.0%
Quarters held
21
Since Q1 2021
Holdings of ARES by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,470,108$163.6M19.0%+1,573+0.1%AddedHolders
Q1 20261,468,535$160.2M20.2%+49,265+3.5%AddedHolders
Q4 20251,419,270$229.4M24.8%+6270.0%AddedHolders
Q3 20251,418,643$226.8M27.4%−70,366−4.7%ReducedHolders
Q2 20251,489,009$257.9M30.2%00.0%UnchangedHolders
Q1 20251,489,009$218.3M28.2%+3,237+0.2%AddedHolders
Q4 20241,485,772$263.0M30.0%−171,385−10.3%ReducedHolders
Q3 20241,657,157$258.3M33.0%−1,060−0.1%ReducedHolders
Q2 20241,658,217$221.0M30.8%+1,658,217NewHolders
Q1 20240$00.0%−1,663,217−100.0%Sold outHolders
Q4 20231,663,217$197.8M32.3%−5,000−0.3%ReducedHolders
Q3 20231,668,217$171.6M31.3%−21,575−1.3%ReducedHolders
Q2 20231,689,792$162.8M31.6%00.0%UnchangedHolders
Q1 20231,689,792$141.0M31.7%+6,586+0.4%AddedHolders
Q4 20221,683,206$115.2M27.9%00.0%UnchangedHolders
Q3 20221,683,206$104.3M30.6%00.0%UnchangedHolders
Q2 20221,683,206$95.7M28.1%+6,258+0.4%AddedHolders
Q1 20221,676,948$136.3M46.2%00.0%UnchangedHolders
Q4 20211,676,948$136.3M44.1%+1,615,131+2,612.8%AddedHolders
Q3 202161,817$4.56M2.5%00.0%UnchangedHolders
Q2 202161,817$3.93M2.1%+8,717+16.4%AddedHolders
Q1 202153,100$2.98M1.8%––Holders

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