Curated Wealth Partners LLC

SEC CIK: 0001781284
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

POOL holding history

Pool Corp 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.

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

Shares (Q2 2026): 2,311
Value: $496.6K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2025

Holdings of POOL by Curated Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,311	$496.6K	0.1%	−215−8.5%	Reduced	Holders
Q1 2026	2,526	$511.1K	0.1%	+2,526	New	Holders
Q2 2025	0	$0	0.0%	−682−100.0%	Sold out	Holders
Q1 2025	682	$217.1K	<0.1%	+682	New	Holders