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Curated Wealth Partners LLC → APOS
Curated Wealth Partners LLC APOS Position History
APOS
Quarters held
17
Latest value
$135K
Q3 2026
Peak value
$299.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $79K |
| Q4 2025 | $299.6M |
| Q4 2025 | $22.4M |
| Q1 2026 | $230M |
| Q1 2026 | $60K |
| Q1 2026 | $17.2M |
| Q2 2026 | $5K |
| Q2 2026 | $3.7M |
| Q2 2026 | $22K |
| Q2 2026 | $693K |
| Q2 2026 | $91K |
| Q2 2026 | $243M |
| Q2 2026 | $18.3M |
| Q3 2026 | $237.2M |
| Q3 2026 | $97K |
| Q3 2026 | $18M |
| Q3 2026 | $135K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $135K | 1.2K | — | — |
| Q3 2026 | $18M | 154.7K | — | — |
| Q3 2026 | $97K | 833 | — | — |
| Q3 2026 | $237.2M | 2.04M | — | — |
| Q2 2026 | $18.3M | 154.7K | — | — |
| Q2 2026 | $243M | 2.05M | — | — |
| Q2 2026 | $91K | 769 | — | — |
| Q2 2026 | $693K | 503.1K | — | — |
| Q2 2026 | $22K | 533 | — | — |
| Q2 2026 | $3.7M | 646.0K | — | — |
| Q2 2026 | $5K | 269 | — | — |
| Q1 2026 | $17.2M | 154.7K | — | — |
| Q1 2026 | $60K | 539 | — | — |
| Q1 2026 | $230M | 2.06M | — | — |
| Q4 2025 | $22.4M | 154.7K | — | — |
| Q4 2025 | $299.6M | 2.07M | — | — |
| Q4 2025 | $79K | 546 | — | — |