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Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

RBC holding history

RBC Bearings 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.

RBC overviewAll 13F holders of RBCFull Q2 2026 holdings

Shares (Q2 2026)
1,716
Value
$1.11M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of RBC by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,716$1.11M0.1%−221−11.4%ReducedHolders
Q1 20261,937$1.05M0.1%−206−9.6%ReducedHolders
Q4 20252,143$961.0K0.1%+306+16.7%AddedHolders
Q3 20251,837$717.0K0.1%+46+2.6%AddedHolders
Q2 20251,791$689.2K0.1%−187−9.5%ReducedHolders
Q1 20251,978$636.5K0.1%−11−0.6%ReducedHolders
Q4 20241,989$595.0K0.1%+32+1.6%AddedHolders
Q3 20241,957$585.9K0.1%−95−4.6%ReducedHolders
Q2 20242,052$553.6K0.1%+2,052NewHolders
Q1 20240$00.0%−1,944−100.0%Sold outHolders
Q4 20231,944$553.8K0.1%−57−2.8%ReducedHolders
Q3 20232,001$468.5K0.1%00.0%UnchangedHolders
Q2 20232,001$435.2K0.1%00.0%UnchangedHolders
Q1 20232,001$465.7K0.1%00.0%UnchangedHolders
Q4 20222,001$418.9K0.1%00.0%UnchangedHolders
Q3 20222,001$416.0K0.1%−54−2.6%ReducedHolders
Q2 20222,055$381.0K0.1%+395+23.8%AddedHolders
Q1 20221,660$335.0K0.1%00.0%UnchangedHolders
Q4 20211,660$335.0K0.1%−346−17.2%ReducedHolders
Q3 20212,006$426.0K0.2%+314+18.6%AddedHolders
Q2 20211,692$337.0K0.2%+72+4.4%AddedHolders
Q1 20211,620$319.0K0.2%––Holders

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