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CIK 0001781284 • 8 13F filings • Apr 15, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("curated-wealth-partners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001085146-25-005881 |
| $826.7M |
| View |
| Aug 14, 2026 | Q2 2026 | 13F-HR/A | 0001085146-26-000609 | $863.3M | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004199 | $852.7M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001085146-26-000338 | $793.6M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002091 | $772.9M | View |