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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

TEX holding history

Terex 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.

TEX overviewAll 13F holders of TEXFull Q2 2026 holdings

Shares (Q2 2026)
226,922
Value
$16.4M
% of portfolio
1.9%
Quarters held
21
Since Q1 2021
Holdings of TEX by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026226,922$16.4M1.9%00.0%UnchangedHolders
Q1 2026226,922$13.4M1.7%00.0%UnchangedHolders
Q4 2025226,922$12.1M1.3%00.0%UnchangedHolders
Q3 2025226,922$11.6M1.4%00.0%UnchangedHolders
Q2 2025226,922$10.6M1.2%00.0%UnchangedHolders
Q1 2025226,922$8.57M1.1%00.0%UnchangedHolders
Q4 2024226,922$10.5M1.2%+50,000+28.3%AddedHolders
Q3 2024176,922$9.36M1.2%00.0%UnchangedHolders
Q2 2024176,922$9.70M1.4%+176,922NewHolders
Q1 20240$00.0%−176,922−100.0%Sold outHolders
Q4 2023176,922$10.2M1.7%+57,500+48.1%AddedHolders
Q3 2023119,422$6.88M1.3%00.0%UnchangedHolders
Q2 2023119,422$7.15M1.4%00.0%UnchangedHolders
Q1 2023119,422$5.78M1.3%−41,813−25.9%ReducedHolders
Q4 2022161,235$6.89M1.7%00.0%UnchangedHolders
Q3 2022161,235$4.80M1.4%00.0%UnchangedHolders
Q2 2022161,235$4.41M1.3%00.0%UnchangedHolders
Q1 2022161,235$7.09M2.4%00.0%UnchangedHolders
Q4 2021161,235$7.09M2.3%00.0%UnchangedHolders
Q3 2021161,235$6.79M3.8%00.0%UnchangedHolders
Q2 2021161,235$7.68M4.2%−13,736−7.9%ReducedHolders
Q1 2021174,971$8.06M5.0%––Holders

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