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Curi Capital, LLC: IEX position timeline

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

Curi Capital, LLC held 102,648 IEX 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 102,648 shares
    Change vs previous 13F -1,323 shares

    0.36% of the 13F portfolio, value $23,295,971.

    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 103,971 shares
    Change vs previous 13F +1,876 shares

    0.35% of the 13F portfolio, value $19,707,732.

    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 102,095 shares
    Change vs previous 13F +4,463 shares

    0.32% of the 13F portfolio, value $18,166,748.

    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 97,632 shares
    Change vs previous 13F -5,157 shares

    0.29% of the 13F portfolio, value $15,890,551.

    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 102,789 shares
    Change vs previous 13F +23,510 shares

    0.34% of the 13F portfolio, value $18,046,675.

    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 79,279 shares
    Change vs previous 13F -9,294 shares

    0.35% of the 13F portfolio, value $14,347,153.

    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 88,573 shares
    Change vs previous 13F +21,138 shares

    0.43% of the 13F portfolio, value $18,537,514.

    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 67,435 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $14,464,729.

    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).