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Disclosery

Curi Capital, LLC: IWB position timeline

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

Curi Capital, LLC held 33,203 IWB 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 33,203 shares
    Change vs previous 13F -907 shares

    0.21% of the 13F portfolio, value $13,596,761.

    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 34,110 shares
    Change vs previous 13F -816 shares

    0.22% of the 13F portfolio, value $12,162,212.

    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 34,926 shares
    Change vs previous 13F +63 shares

    0.23% of the 13F portfolio, value $13,043,088.

    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 34,863 shares
    Change vs previous 13F -32,280 shares

    0.23% of the 13F portfolio, value $12,741,633.

    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 67,143 shares
    Change vs previous 13F +28,598 shares

    0.43% of the 13F portfolio, value $22,799,774.

    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 38,545 shares
    Change vs previous 13F -6,931 shares

    0.29% of the 13F portfolio, value $11,823,294.

    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 45,476 shares
    Change vs previous 13F -7,512 shares

    0.34% of the 13F portfolio, value $14,650,597.

    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 52,988 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $16,658,850.

    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).