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Curi Capital, LLC: IJR position timeline

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

Curi Capital, LLC held 200,648 IJR 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 200,648 shares
    Change vs previous 13F -13,162 shares

    0.46% of the 13F portfolio, value $29,758,180.

    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 213,810 shares
    Change vs previous 13F -7,890 shares

    0.47% of the 13F portfolio, value $26,578,805.

    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 221,700 shares
    Change vs previous 13F +22,166 shares

    0.46% of the 13F portfolio, value $26,644,015.

    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 199,534 shares
    Change vs previous 13F -12,724 shares

    0.44% of the 13F portfolio, value $23,710,637.

    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 212,258 shares
    Change vs previous 13F +36,399 shares

    0.44% of the 13F portfolio, value $23,197,654.

    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 175,859 shares
    Change vs previous 13F -68,423 shares

    0.45% of the 13F portfolio, value $18,389,537.

    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 244,282 shares
    Change vs previous 13F -6,567 shares

    0.65% of the 13F portfolio, value $28,146,122.

    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 250,849 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $29,339,294.

    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).