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Disclosery

Curi Capital, LLC: ITOT position timeline

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

Curi Capital, LLC held 20,426 ITOT 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 20,426 shares
    Change vs previous 13F +616 shares

    0.05% of the 13F portfolio, value $3,355,479.

    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 19,810 shares
    Change vs previous 13F -874 shares

    0.05% of the 13F portfolio, value $2,821,595.

    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 20,684 shares
    Change vs previous 13F -135 shares

    0.05% of the 13F portfolio, value $3,075,533.

    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 20,819 shares
    Change vs previous 13F +2,491 shares

    0.06% of the 13F portfolio, value $3,032,262.

    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 18,328 shares
    Change vs previous 13F +16,639 shares

    0.05% of the 13F portfolio, value $2,474,947.

    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 1,689 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $206,097.

    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).