Curated Wealth Partners LLC

SEC CIK: 0001781284
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley 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.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 1,724
Value: $360.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2021

Holdings of MS by Curated Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,724	$360.4K	<0.1%	+1,724	New	Holders
Q3 2021	0	$0	0.0%	−3,198−100.0%	Sold out	Holders
Q2 2021	3,198	$293.0K	0.2%	−497−13.5%	Reduced	Holders
Q1 2021	3,695	$287.0K	0.2%	–	–	Holders

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