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Disclosery

Curi Capital, LLC: ATR position timeline

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

Curi Capital, LLC held 105,487 ATR 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 105,487 shares
    Change vs previous 13F +148 shares

    0.2% of the 13F portfolio, value $13,206,917.

    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 105,339 shares
    Change vs previous 13F +446 shares

    0.24% of the 13F portfolio, value $13,274,891.

    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 104,893 shares
    Change vs previous 13F -6,298 shares

    0.22% of the 13F portfolio, value $12,792,658.

    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 111,191 shares
    Change vs previous 13F -4,628 shares

    0.27% of the 13F portfolio, value $14,861,822.

    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 115,819 shares
    Change vs previous 13F -8,508 shares

    0.34% of the 13F portfolio, value $18,117,626.

    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 124,327 shares
    Change vs previous 13F +4,640 shares

    0.45% of the 13F portfolio, value $18,447,670.

    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 119,687 shares
    Change vs previous 13F +16,949 shares

    0.43% of the 13F portfolio, value $18,802,760.

    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 102,738 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $16,457,631.

    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).