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Curi Capital, LLC: IBM position timeline

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

Curi Capital, LLC held 116,681 IBM 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 116,681 shares
    Change vs previous 13F +1,817 shares

    0.51% of the 13F portfolio, value $32,811,633.

    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 114,864 shares
    Change vs previous 13F +9,016 shares

    0.5% of the 13F portfolio, value $27,841,889.

    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 105,848 shares
    Change vs previous 13F +254 shares

    0.54% of the 13F portfolio, value $31,353,197.

    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 105,594 shares
    Change vs previous 13F -955 shares

    0.55% of the 13F portfolio, value $29,794,425.

    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 106,549 shares
    Change vs previous 13F +27,259 shares

    0.6% of the 13F portfolio, value $31,408,315.

    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 79,290 shares
    Change vs previous 13F +17,107 shares

    0.49% of the 13F portfolio, value $19,716,209.

    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 62,183 shares
    Change vs previous 13F +7,533 shares

    0.31% of the 13F portfolio, value $13,669,675.

    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 54,650 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $12,081,885.

    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).