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Disclosery

Curi Capital, LLC: IP position timeline

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

Curi Capital, LLC held 756,053 IP 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 756,053 shares
    Change vs previous 13F +49,498 shares

    0.45% of the 13F portfolio, value $28,805,597.

    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 706,555 shares
    Change vs previous 13F +191,071 shares

    0.45% of the 13F portfolio, value $25,224,014.

    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 515,484 shares
    Change vs previous 13F +81,601 shares

    0.35% of the 13F portfolio, value $20,304,911.

    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 433,883 shares
    Change vs previous 13F -10,020 shares

    0.37% of the 13F portfolio, value $20,132,169.

    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 443,903 shares
    Change vs previous 13F +98,527 shares

    0.39% of the 13F portfolio, value $20,787,957.

    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 345,376 shares
    Change vs previous 13F +185,798 shares

    0.45% of the 13F portfolio, value $18,425,819.

    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 159,578 shares
    Change vs previous 13F +59,879 shares

    0.2% of the 13F portfolio, value $8,588,493.

    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 99,699 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,870,296.

    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).