Curated Wealth Partners LLC
- SEC CIK
- 0001781284
- Latest filing
- Aug 14, 2026
GEG holding history
Great Elm 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.
GEG overviewAll 13F holders of GEGFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −97,514−100.0% | Sold out | Holders |
| Q4 2022 | 97,514 | $197.0K | <0.1% | −1,324−1.3% | Reduced | Holders |
| Q3 2022 | 98,838 | $198.0K | 0.1% | −1,162−1.2% | Reduced | Holders |
| Q2 2022 | 100,000 | $215.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 100,000 | $209.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 100,000 | $209.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 100,000 | $224.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 100,000 | $225.0K | 0.1% | +100,000 | New | Holders |