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Curated Wealth Partners LLC → SSD
Curated Wealth Partners LLC SSD Position History
Simpson Manufacturing Co., Inc. • Industrials
Quarters held
9
Latest value
$542K
Q3 2026
Peak value
$785K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $250K |
| Q4 2025 | $785K |
| Q1 2026 | $419K |
| Q1 2026 | $673K |
| Q2 2026 | $727K |
| Q2 2026 | $511K |
| Q2 2026 | $755K |
| Q3 2026 | $460K |
| Q3 2026 | $542K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $542K | 3.2K | — | — |
| Q3 2026 | $460K | 2.7K | — | — |
| Q2 2026 | $755K | 3.6K | — | — |
| Q2 2026 | $511K | 2.4K | — | — |
| Q2 2026 | $727K | 50.3K | — | — |
| Q1 2026 | $673K | 3.9K | — | — |
| Q1 2026 | $419K | 2.4K | — | — |
| Q4 2025 | $785K | 4.9K | — | — |
| Q4 2025 | $250K | 1.6K | — | — |
Other funds holding SSD
$273.9M
$273.9M
$218.2M
$208.1M
$192.7M
$185.4M
$177.5M