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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

EME holding history

EMCOR Group, 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.

EME overviewAll 13F holders of EMEFull Q2 2026 holdings

Shares (Q2 2026)
850
Value
$705.4K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of EME by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026850$705.4K0.1%−54−6.0%ReducedHolders
Q1 2026904$667.4K0.1%+18+2.0%AddedHolders
Q4 2025886$542.0K0.1%+219+32.8%AddedHolders
Q3 2025667$433.2K0.1%−593−47.1%ReducedHolders
Q2 20251,260$674.0K0.1%−162−11.4%ReducedHolders
Q1 20251,422$525.6K0.1%00.0%UnchangedHolders
Q4 20241,422$645.4K0.1%−1,636−53.5%ReducedHolders
Q3 20243,058$1.32M0.2%−7−0.2%ReducedHolders
Q2 20243,065$1.12M0.2%+3,065NewHolders
Q1 20240$00.0%−5,173−100.0%Sold outHolders
Q4 20235,173$1.11M0.2%−39−0.7%ReducedHolders
Q3 20235,212$1.10M0.2%−79−1.5%ReducedHolders
Q2 20235,291$977.7K0.2%00.0%UnchangedHolders
Q1 20235,291$860.3K0.2%00.0%UnchangedHolders
Q4 20225,291$783.6K0.2%00.0%UnchangedHolders
Q3 20225,291$611.0K0.2%−84−1.6%ReducedHolders
Q2 20225,375$553.0K0.2%−322−5.7%ReducedHolders
Q1 20225,697$726.0K0.2%00.0%UnchangedHolders
Q4 20215,697$726.0K0.2%00.0%UnchangedHolders
Q3 20215,697$657.0K0.4%00.0%UnchangedHolders
Q2 20215,697$702.0K0.4%+52+0.9%AddedHolders
Q1 20215,645$633.0K0.4%––Holders

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