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Disclosery

Curi Capital, LLC: HEI-A position timeline

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

Curi Capital, LLC held 2,793 HEI-A 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 2,793 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $720,349.

    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 2,813 shares
    Change vs previous 13F -177 shares

    0.01% of the 13F portfolio, value $593,796.

    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 2,990 shares
    Change vs previous 13F -1,022 shares

    0.01% of the 13F portfolio, value $754,772.

    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 4,012 shares
    Change vs previous 13F -2,909 shares

    0.02% of the 13F portfolio, value $1,019,357.

    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 6,921 shares
    Change vs previous 13F +2,406 shares

    0.03% of the 13F portfolio, value $1,790,767.

    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 4,515 shares
    Change vs previous 13F -5,885 shares

    0.02% of the 13F portfolio, value $952,600.

    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 10,400 shares
    Change vs previous 13F -108 shares

    0.04% of the 13F portfolio, value $1,935,232.

    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 10,508 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,141,110.

    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).