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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

PRI holding history

Primerica, 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.

PRI overviewAll 13F holders of PRIFull Q2 2026 holdings

Shares (Q2 2026)
3,776
Value
$1.07M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PRI by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,776$1.07M0.1%−182−4.6%ReducedHolders
Q1 20263,958$991.4K0.1%−31−0.8%ReducedHolders
Q4 20253,989$1.03M0.1%+950+31.3%AddedHolders
Q3 20253,039$843.6K0.1%00.0%UnchangedHolders
Q2 20253,039$831.7K0.1%00.0%UnchangedHolders
Q1 20253,039$864.7K0.1%00.0%UnchangedHolders
Q4 20243,039$824.8K0.1%00.0%UnchangedHolders
Q3 20243,039$805.8K0.1%00.0%UnchangedHolders
Q2 20243,039$719.0K0.1%+3,039NewHolders
Q1 20240$00.0%−3,999−100.0%Sold outHolders
Q4 20233,999$822.8K0.1%−83−2.0%ReducedHolders
Q3 20234,082$791.9K0.1%−17−0.4%ReducedHolders
Q2 20234,099$810.6K0.2%−44−1.1%ReducedHolders
Q1 20234,143$713.6K0.2%00.0%UnchangedHolders
Q4 20224,143$587.6K0.1%00.0%UnchangedHolders
Q3 20224,143$512.0K0.2%00.0%UnchangedHolders
Q2 20224,143$496.0K0.1%+12+0.3%AddedHolders
Q1 20224,131$632.0K0.2%00.0%UnchangedHolders
Q4 20214,131$632.0K0.2%00.0%UnchangedHolders
Q3 20214,131$634.0K0.4%00.0%UnchangedHolders
Q2 20214,131$632.0K0.3%00.0%UnchangedHolders
Q1 20214,131$610.0K0.4%––Holders

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