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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

LCII holding history

Lci Industries 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.

LCII overviewAll 13F holders of LCIIFull Q2 2026 holdings

Shares (Q2 2026)
2,761
Value
$292.3K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of LCII by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,761$292.3K<0.1%−164−5.6%ReducedHolders
Q1 20262,925$359.7K<0.1%00.0%UnchangedHolders
Q4 20252,925$354.9K<0.1%+681+30.3%AddedHolders
Q3 20252,244$209.0K<0.1%00.0%UnchangedHolders
Q2 20252,244$204.6K<0.1%+2,244NewHolders
Q1 20250$00.0%−2,244−100.0%Sold outHolders
Q4 20242,244$232.0K<0.1%00.0%UnchangedHolders
Q3 20242,244$270.5K<0.1%00.0%UnchangedHolders
Q2 20242,244$232.0K<0.1%+2,244NewHolders
Q1 20240$00.0%−2,991−100.0%Sold outHolders
Q4 20232,991$376.0K0.1%−16−0.5%ReducedHolders
Q3 20233,007$353.1K0.1%00.0%UnchangedHolders
Q2 20233,007$380.0K0.1%00.0%UnchangedHolders
Q1 20233,007$330.4K0.1%00.0%UnchangedHolders
Q4 20223,007$278.0K0.1%−40−1.3%ReducedHolders
Q3 20223,047$310.0K0.1%00.0%UnchangedHolders
Q2 20223,047$341.0K0.1%+1,140+59.8%AddedHolders
Q1 20221,907$297.0K0.1%00.0%UnchangedHolders
Q4 20211,907$297.0K0.1%+1,907NewHolders