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Disclosery

Curi Capital, LLC: IVV position timeline

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

Curi Capital, LLC held 127,183 IVV 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 127,183 shares
    Change vs previous 13F -12,355 shares

    1.47% of the 13F portfolio, value $95,245,407.

    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 139,538 shares
    Change vs previous 13F +4,617 shares

    1.63% of the 13F portfolio, value $91,147,057.

    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 134,921 shares
    Change vs previous 13F +6,438 shares

    1.6% of the 13F portfolio, value $92,412,996.

    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 128,483 shares
    Change vs previous 13F -2,982 shares

    1.58% of the 13F portfolio, value $85,994,247.

    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 131,465 shares
    Change vs previous 13F +27,778 shares

    1.55% of the 13F portfolio, value $81,626,640.

    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 103,687 shares
    Change vs previous 13F -20,625 shares

    1.44% of the 13F portfolio, value $58,261,844.

    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 124,312 shares
    Change vs previous 13F -11,243 shares

    1.69% of the 13F portfolio, value $73,179,948.

    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 135,555 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $78,190,574.

    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).