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Disclosery

Curi Capital, LLC: IUSG position timeline

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

Curi Capital, LLC held 332,072 IUSG 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 332,072 shares
    Change vs previous 13F +51,581 shares

    0.97% of the 13F portfolio, value $62,459,509.

    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 280,491 shares
    Change vs previous 13F +64,720 shares

    0.78% of the 13F portfolio, value $43,506,948.

    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 215,771 shares
    Change vs previous 13F +80,019 shares

    0.63% of the 13F portfolio, value $36,236,552.

    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 135,752 shares
    Change vs previous 13F +78,710 shares

    0.41% of the 13F portfolio, value $22,336,705.

    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 57,042 shares
    Change vs previous 13F +32,811 shares

    0.16% of the 13F portfolio, value $8,579,087.

    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 24,231 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,079,287.

    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).