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Curi Capital, LLC: IHDG position timeline

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

Curi Capital, LLC held 244,859 IHDG 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 244,859 shares
    Change vs previous 13F -2,420 shares

    0.2% of the 13F portfolio, value $12,825,688.

    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 247,279 shares
    Change vs previous 13F -947 shares

    0.21% of the 13F portfolio, value $11,906,456.

    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 248,226 shares
    Change vs previous 13F -1,394 shares

    0.21% of the 13F portfolio, value $12,078,650.

    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 249,620 shares
    Change vs previous 13F -5,377 shares

    0.21% of the 13F portfolio, value $11,502,469.

    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 254,997 shares
    Change vs previous 13F +22,000 shares

    0.22% of the 13F portfolio, value $11,487,616.

    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 232,997 shares
    Change vs previous 13F +1,470 shares

    0.25% of the 13F portfolio, value $10,112,090.

    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 231,527 shares
    Change vs previous 13F +208 shares

    0.23% of the 13F portfolio, value $10,064,472.

    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 231,319 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,571,267.

    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).