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Disclosery

Curi Capital, LLC: IR position timeline

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

Curi Capital, LLC held 14,015 IR 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 14,015 shares
    Change vs previous 13F -1,162 shares

    0.02% of the 13F portfolio, value $1,149,095.

    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 15,177 shares
    Change vs previous 13F +86 shares

    0.02% of the 13F portfolio, value $1,215,987.

    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 15,091 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $1,195,514.

    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 15,072 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $1,245,236.

    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 15,077 shares
    Change vs previous 13F +10,062 shares

    0.02% of the 13F portfolio, value $1,254,119.

    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 5,015 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $401,351.

    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 5,022 shares
    Change vs previous 13F -226 shares

    0.01% of the 13F portfolio, value $454,291.

    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 5,248 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $515,144.

    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).