Rli shares owned by Curated Wealth Partners
Historical chart of Curated Wealth Partners investment in Rli
Tip: Access up to 7 years of quarterly data
All positions including Rli held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rli by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $399k | 6.1k | 65.22 |
| 2025-06-30 | $437k | 6.0k | 72.22 |
| 2025-03-31 | $298k | 3.7k | 80.33 |
| 2024-12-31 | $305k | 1.9k | 164.83 |
| 2024-09-30 | $287k | 1.9k | 154.98 |
| 2024-06-30 | $261k | 1.9k | 140.69 |
| 2024-03-31 | $341k | 2.3k | 148.47 |
| 2023-12-31 | $329k | 2.5k | 133.12 |
| 2023-09-30 | $337k | 2.5k | 135.89 |
| 2023-06-30 | $341k | 2.5k | 136.47 |
| 2023-03-31 | $332k | 2.5k | 132.88 |
| 2022-12-31 | $326k | 2.5k | 131.27 |
| 2022-09-30 | $258k | 2.5k | 102.14 |
| 2022-06-30 | $304k | 2.6k | 116.74 |
| 2022-03-31 | $317k | 2.8k | 112.01 |
| 2021-12-31 | $317k | 2.8k | 112.01 |
| 2021-09-30 | $284k | 2.8k | 100.35 |
| 2021-06-30 | $296k | 2.8k | 104.59 |
| 2021-03-31 | $316k | 2.8k | 111.66 |
| 2020-12-31 | $274k | 2.6k | 104.02 |