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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

SSD holding history

Simpson Manufacturing Co., 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.

SSD overviewAll 13F holders of SSDFull Q2 2026 holdings

Shares (Q2 2026)
6,047
Value
$1.27M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of SSD by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,047$1.27M0.1%−312−4.9%ReducedHolders
Q1 20266,359$1.09M0.1%−52−0.8%ReducedHolders
Q4 20256,411$1.04M0.1%+1,473+29.8%AddedHolders
Q3 20254,938$826.9K0.1%−15−0.3%ReducedHolders
Q2 20254,953$769.3K0.1%00.0%UnchangedHolders
Q1 20254,953$778.0K0.1%00.0%UnchangedHolders
Q4 20244,953$821.4K0.1%00.0%UnchangedHolders
Q3 20244,953$947.4K0.1%00.0%UnchangedHolders
Q2 20244,953$834.7K0.1%+4,953NewHolders
Q1 20240$00.0%−6,495−100.0%Sold outHolders
Q4 20236,495$1.29M0.2%−127−1.9%ReducedHolders
Q3 20236,622$992.0K0.2%00.0%UnchangedHolders
Q2 20236,622$917.1K0.2%00.0%UnchangedHolders
Q1 20236,622$726.0K0.2%00.0%UnchangedHolders
Q4 20226,622$587.1K0.1%+1,406+27.0%AddedHolders
Q3 20225,216$409.0K0.1%00.0%UnchangedHolders
Q2 20225,216$525.0K0.2%−327−5.9%ReducedHolders
Q1 20225,543$771.0K0.3%00.0%UnchangedHolders
Q4 20215,543$771.0K0.2%00.0%UnchangedHolders
Q3 20215,543$593.0K0.3%00.0%UnchangedHolders
Q2 20215,543$612.0K0.3%+100+1.8%AddedHolders
Q1 20215,443$565.0K0.3%––Holders

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