AZ β€” A2Z CUST2MATE SOLUTIONS CORP

Ownership history in Curated Wealth Partners LLC  Β·  6 quarters on record

AI Ownership Summary

Curated Wealth Partners LLC reported A2Z CUST2MATE SOLUTIONS CORP (AZ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows AZ at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curated Wealth Partners LLC's position in A2Z CUST2MATE SOLUTIONS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AZ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Curated Wealth Partners LLC held AZ β€” position size vs. price
% of Fund (quarterly)    AZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 49,999 β€” 0% 0.04% $333K 2026-04-09 $8.38
2025 Q4 UNCHANGED 49,999 β€” 0% 0.04% $325K 2026-01-12 $7.85
2025 Q3 ADDED 49,999 +16,666 +50.0% 0.05% $399K 2025-10-09 $7.33
2025 Q2 UNCHANGED 33,333 β€” 0% 0.04% $352K 2025-07-28 $10.31
2025 Q1 UNCHANGED 33,333 β€” 0% 0.03% $235K 2025-04-15 $7.68
2024 Q4 INITIATED 33,333 β€” β€” 0.03% $221K 2025-01-21 $6.80

🏒 Other funds also holding AZ

As of 2026 Q1 β€” sorted by position size

WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 2.97% Dougherty Wealth Advisers LLC 3Y 7Y 0.0%

FAQ About Curated Wealth Partners LLC and AZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Curated Wealth Partners LLC reported owning AZ?

Curated Wealth Partners LLC reported AZ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AZ position in Curated Wealth Partners LLC's portfolio?

The largest reported portfolio weight for AZ was 0.05% in 2025 Q3.

What is the latest reported AZ position on this page?

The most recent filing on this page is 2026 Q1, when Curated Wealth Partners LLC reported 49,999 shares, equal to 0.04% of portfolio, with an estimated market value of $333K.

What does the chart on this AZ ownership page compare?

The chart compares Curated Wealth Partners LLC's quarterly AZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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