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Disclosery

Curi Capital, LLC: AAON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curi Capital, LLC on AAON, newest first. How the timeline and the estimate are built.

Curi Capital, LLC held 105,828 AAON shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,828 shares
    Change vs previous 13F +5,177 shares

    0.21% of the 13F portfolio, value $13,425,349.

    13F-HR 0001172661-26-003671 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 100,651 shares
    Change vs previous 13F +2,047 shares

    0.15% of the 13F portfolio, value $8,328,891.

    13F-HR 0001172661-26-002229 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 98,604 shares
    Change vs previous 13F -1,609 shares

    0.13% of the 13F portfolio, value $7,518,545.

    13F-HR 0001172661-26-000968 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 100,213 shares
    Change vs previous 13F +6,704 shares

    0.17% of the 13F portfolio, value $9,363,874.

    13F-HR 0001172661-25-004750 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 93,509 shares
    Change vs previous 13F +528 shares

    0.13% of the 13F portfolio, value $6,896,264.

    13F-HR 0001172661-25-003361 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 92,981 shares
    Change vs previous 13F +74,478 shares

    0.18% of the 13F portfolio, value $7,264,586.

    13F-HR 0001172661-25-002290 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,503 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $2,177,433.

    13F-HR 0001172661-25-000749 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,403 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,984,580.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).