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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

MC holding history

Moelis & Co 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.

MC overviewAll 13F holders of MCFull Q2 2026 holdings

Shares (Q2 2026)
11,008
Value
$720.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of MC by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,008$720.1K0.1%−1,216−9.9%ReducedHolders
Q1 202612,224$696.8K0.1%+267+2.2%AddedHolders
Q4 202511,957$821.9K0.1%+2,568+27.4%AddedHolders
Q3 20259,389$669.6K0.1%+368+4.1%AddedHolders
Q2 20259,021$562.2K0.1%+115+1.3%AddedHolders
Q1 20258,906$519.8K0.1%+304+3.5%AddedHolders
Q4 20248,602$635.5K0.1%−11−0.1%ReducedHolders
Q3 20248,613$590.1K0.1%−374−4.2%ReducedHolders
Q2 20248,987$511.0K0.1%+8,987NewHolders
Q1 20240$00.0%−9,622−100.0%Sold outHolders
Q4 20239,622$540.1K0.1%−198−2.0%ReducedHolders
Q3 20239,820$443.2K0.1%00.0%UnchangedHolders
Q2 20239,820$445.2K0.1%00.0%UnchangedHolders
Q1 20239,820$377.5K0.1%00.0%UnchangedHolders
Q4 20229,820$376.8K0.1%−111−1.1%ReducedHolders
Q3 20229,931$336.0K0.1%+3,133+46.1%AddedHolders
Q2 20226,798$268.0K0.1%−401−5.6%ReducedHolders
Q1 20227,199$450.0K0.2%00.0%UnchangedHolders
Q4 20217,199$450.0K0.1%00.0%UnchangedHolders
Q3 20217,199$445.0K0.2%00.0%UnchangedHolders
Q2 20217,199$410.0K0.2%00.0%UnchangedHolders
Q1 20217,199$395.0K0.2%––Holders

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