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Curated Wealth Partners LLC → PRI
Curated Wealth Partners LLC PRI Position History
Primerica, Inc. • Financial Services
Quarters held
8
Latest value
$539K
Q3 2026
Peak value
$781K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $781K |
| Q4 2025 | $249K |
| Q1 2026 | $610K |
| Q1 2026 | $381K |
| Q2 2026 | $640K |
| Q2 2026 | $433K |
| Q3 2026 | $411K |
| Q3 2026 | $539K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $539K | 2.0K | — | — |
| Q3 2026 | $411K | 1.5K | — | — |
| Q2 2026 | $433K | 1.5K | — | — |
| Q2 2026 | $640K | 2.3K | — | — |
| Q1 2026 | $381K | 1.5K | — | — |
| Q1 2026 | $610K | 2.4K | — | — |
| Q4 2025 | $249K | 965 | — | — |
| Q4 2025 | $781K | 3.0K | — | — |
Other funds holding PRI
$509.7M
$447.1M
$434.9M
$427.9M
$410.5M
$387.2M
$370.5M