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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

CRVL holding history

Corvel 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.

CRVL overviewAll 13F holders of CRVLFull Q2 2026 holdings

Shares (Q2 2026)
7,898
Value
$493.8K
% of portfolio
0.1%
Quarters held
18
Since Q4 2021
Holdings of CRVL by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,898$493.8K0.1%−519−6.2%ReducedHolders
Q1 20268,417$460.0K0.1%00.0%UnchangedHolders
Q4 20258,417$569.6K0.1%+2,027+31.7%AddedHolders
Q3 20256,390$494.7K0.1%00.0%UnchangedHolders
Q2 20256,390$656.8K0.1%00.0%UnchangedHolders
Q1 20256,390$715.5K0.1%00.0%UnchangedHolders
Q4 20246,390$711.0K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 20242,130$696.3K0.1%00.0%UnchangedHolders
Q2 20242,130$541.6K0.1%+2,130NewHolders
Q1 20240$00.0%−2,847−100.0%Sold outHolders
Q4 20232,847$703.8K0.1%−5−0.2%ReducedHolders
Q3 20232,852$560.8K0.1%00.0%UnchangedHolders
Q2 20232,852$551.9K0.1%00.0%UnchangedHolders
Q1 20232,852$542.7K0.1%00.0%UnchangedHolders
Q4 20222,852$414.5K0.1%−15−0.5%ReducedHolders
Q3 20222,867$397.0K0.1%−64−2.2%ReducedHolders
Q2 20222,931$432.0K0.1%+329+12.6%AddedHolders
Q1 20222,602$542.0K0.2%00.0%UnchangedHolders
Q4 20212,602$542.0K0.2%+2,602NewHolders