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Disclosery

Curi Capital, LLC: IWF position timeline

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

Curi Capital, LLC held 142,588 IWF 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 142,588 shares
    Change vs previous 13F +105,062 shares

    0.27% of the 13F portfolio, value $17,705,158.

    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 37,526 shares
    Change vs previous 13F +2,936 shares

    0.29% of the 13F portfolio, value $16,000,914.

    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 34,590 shares
    Change vs previous 13F -614 shares

    0.28% of the 13F portfolio, value $16,371,524.

    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 35,204 shares
    Change vs previous 13F +348 shares

    0.3% of the 13F portfolio, value $16,489,753.

    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 34,856 shares
    Change vs previous 13F -26,057 shares

    0.28% of the 13F portfolio, value $14,799,259.

    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 60,913 shares
    Change vs previous 13F +30,633 shares

    0.54% of the 13F portfolio, value $21,995,076.

    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 30,280 shares
    Change vs previous 13F -2,674 shares

    0.28% of the 13F portfolio, value $12,159,843.

    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 32,954 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $12,370,273.

    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).