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Disclosery

Curi Capital, LLC: DE position timeline

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

Curi Capital, LLC held 11,585 DE 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 11,585 shares
    Change vs previous 13F +5,269 shares

    0.11% of the 13F portfolio, value $7,365,140.

    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 6,316 shares
    Change vs previous 13F -868 shares

    0.06% of the 13F portfolio, value $3,566,328.

    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 7,184 shares
    Change vs previous 13F +272 shares

    0.06% of the 13F portfolio, value $3,354,499.

    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 6,912 shares
    Change vs previous 13F +18 shares

    0.06% of the 13F portfolio, value $3,171,911.

    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 6,894 shares
    Change vs previous 13F +2,013 shares

    0.07% of the 13F portfolio, value $3,516,629.

    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 4,881 shares
    Change vs previous 13F -1,172 shares

    0.06% of the 13F portfolio, value $2,298,728.

    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 6,053 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $2,564,567.

    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 6,043 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,521,810.

    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).