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Disclosery

Curi Capital, LLC: IUSV position timeline

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

Curi Capital, LLC held 573,084 IUSV 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 573,084 shares
    Change vs previous 13F +123,613 shares

    0.98% of the 13F portfolio, value $63,125,259.

    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 449,471 shares
    Change vs previous 13F +138,672 shares

    0.82% of the 13F portfolio, value $45,958,454.

    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 310,799 shares
    Change vs previous 13F +125,706 shares

    0.55% of the 13F portfolio, value $31,869,398.

    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 185,093 shares
    Change vs previous 13F +97,204 shares

    0.34% of the 13F portfolio, value $18,500,049.

    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 87,889 shares
    Change vs previous 13F +53,041 shares

    0.16% of the 13F portfolio, value $8,316,909.

    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 34,848 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,216,154.

    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).