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Curi Capital, LLC: AGG position timeline

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

Curi Capital, LLC held 13,302 AGG 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 13,302 shares
    Change vs previous 13F -2,169 shares

    0.02% of the 13F portfolio, value $1,316,588.

    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 15,471 shares
    Change vs previous 13F -4,489 shares

    0.03% of the 13F portfolio, value $1,535,806.

    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 19,960 shares
    Change vs previous 13F +5,974 shares

    0.03% of the 13F portfolio, value $1,993,632.

    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 13,986 shares
    Change vs previous 13F +250 shares

    0.03% of the 13F portfolio, value $1,402,095.

    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 13,736 shares
    Change vs previous 13F +798 shares

    0.03% of the 13F portfolio, value $1,362,554.

    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 12,938 shares
    Change vs previous 13F -1,689 shares

    0.03% of the 13F portfolio, value $1,279,797.

    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 14,627 shares
    Change vs previous 13F +725 shares

    0.03% of the 13F portfolio, value $1,417,366.

    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 13,902 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,407,805.

    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).