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Disclosery

Curi Capital, LLC: IWM position timeline

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

Curi Capital, LLC held 28,223 IWM 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 28,223 shares
    Change vs previous 13F -744 shares

    0.13% of the 13F portfolio, value $8,479,477.

    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 28,967 shares
    Change vs previous 13F -2,709 shares

    0.13% of the 13F portfolio, value $7,183,882.

    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 31,676 shares
    Change vs previous 13F -153 shares

    0.14% of the 13F portfolio, value $7,797,268.

    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 31,829 shares
    Change vs previous 13F -9,467 shares

    0.14% of the 13F portfolio, value $7,701,458.

    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 41,296 shares
    Change vs previous 13F +27,815 shares

    0.17% of the 13F portfolio, value $8,911,213.

    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 13,481 shares
    Change vs previous 13F -14,721 shares

    0.07% of the 13F portfolio, value $2,689,277.

    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 28,202 shares
    Change vs previous 13F +1,774 shares

    0.14% of the 13F portfolio, value $6,231,636.

    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 26,428 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,837,662.

    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).