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Disclosery

Curi Capital, LLC: IWP position timeline

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

Curi Capital, LLC held 107,028 IWP 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 107,028 shares
    Change vs previous 13F -6,042 shares

    0.24% of the 13F portfolio, value $15,669,910.

    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 113,070 shares
    Change vs previous 13F +60 shares

    0.26% of the 13F portfolio, value $14,486,476.

    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 113,010 shares
    Change vs previous 13F -46 shares

    0.27% of the 13F portfolio, value $15,475,533.

    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 113,056 shares
    Change vs previous 13F +2,873 shares

    0.3% of the 13F portfolio, value $16,100,246.

    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 110,183 shares
    Change vs previous 13F -1,730 shares

    0.29% of the 13F portfolio, value $15,280,121.

    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 111,913 shares
    Change vs previous 13F -7,795 shares

    0.32% of the 13F portfolio, value $13,148,669.

    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 119,708 shares
    Change vs previous 13F -137 shares

    0.35% of the 13F portfolio, value $15,173,063.

    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 119,845 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $14,056,689.

    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).