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Disclosery

Curi Capital, LLC: COO position timeline

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

Curi Capital, LLC held 21,467 COO 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 21,467 shares
    Change vs previous 13F -79,987 shares

    0.02% of the 13F portfolio, value $1,539,417.

    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 101,454 shares
    Change vs previous 13F -51,290 shares

    0.13% of the 13F portfolio, value $7,253,911.

    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 152,744 shares
    Change vs previous 13F -49,281 shares

    0.22% of the 13F portfolio, value $12,518,930.

    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 202,025 shares
    Change vs previous 13F -67,672 shares

    0.25% of the 13F portfolio, value $13,850,823.

    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 269,697 shares
    Change vs previous 13F -88,975 shares

    0.36% of the 13F portfolio, value $19,191,613.

    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 358,672 shares
    Change vs previous 13F -28,865 shares

    0.75% of the 13F portfolio, value $30,253,975.

    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 387,537 shares
    Change vs previous 13F -13,999 shares

    0.82% of the 13F portfolio, value $35,626,256.

    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 401,536 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $44,305,463.

    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).