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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

RLI holding history

Rli 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.

RLI overviewAll 13F holders of RLIFull Q2 2026 holdings

Shares (Q2 2026)
10,441
Value
$616.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of RLI by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,441$616.8K0.1%−1,270−10.8%ReducedHolders
Q1 202611,711$668.0K0.1%+1,280+12.3%AddedHolders
Q4 202510,431$667.4K0.1%+4,316+70.6%AddedHolders
Q3 20256,115$398.8K<0.1%+68+1.1%AddedHolders
Q2 20256,047$436.7K0.1%+2,341+63.2%AddedHolders
Q1 20253,706$297.7K<0.1%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q4 20241,853$305.4K<0.1%00.0%UnchangedHolders
Q3 20241,853$287.2K<0.1%00.0%UnchangedHolders
Q2 20241,853$260.7K<0.1%+1,853NewHolders
Q1 20240$00.0%−2,473−100.0%Sold outHolders
Q4 20232,473$329.2K0.1%−7−0.3%ReducedHolders
Q3 20232,480$337.0K0.1%−17−0.7%ReducedHolders
Q2 20232,497$340.8K0.1%00.0%UnchangedHolders
Q1 20232,497$331.9K0.1%+17+0.7%AddedHolders
Q4 20222,480$325.6K0.1%−46−1.8%ReducedHolders
Q3 20222,526$258.0K0.1%−78−3.0%ReducedHolders
Q2 20222,604$304.0K0.1%−226−8.0%ReducedHolders
Q1 20222,830$317.0K0.1%00.0%UnchangedHolders
Q4 20212,830$317.0K0.1%00.0%UnchangedHolders
Q3 20212,830$284.0K0.2%00.0%UnchangedHolders
Q2 20212,830$296.0K0.2%00.0%UnchangedHolders
Q1 20212,830$316.0K0.2%––Holders

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