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Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

PSMT holding history

Pricesmart 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.

PSMT overviewAll 13F holders of PSMTFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of PSMT by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−2,908−100.0%Sold outHolders
Q3 20232,908$216.4K<0.1%00.0%UnchangedHolders
Q2 20232,908$215.4K<0.1%00.0%UnchangedHolders
Q1 20232,908$207.9K<0.1%+2,908NewHolders
Q3 20220$00.0%−2,897−100.0%Sold outHolders
Q2 20222,897$208.0K0.1%+2,897NewHolders
Q4 20210$00.0%−2,974−100.0%Sold outHolders
Q3 20212,974$231.0K0.1%00.0%UnchangedHolders
Q2 20212,974$271.0K0.1%+41+1.4%AddedHolders
Q1 20212,933$284.0K0.2%––Holders

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