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Disclosery

Curi Capital, LLC: IWR position timeline

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

Curi Capital, LLC held 67,297 IWR 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 67,297 shares
    Change vs previous 13F +567 shares

    0.11% of the 13F portfolio, value $7,424,160.

    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 66,730 shares
    Change vs previous 13F +1,457 shares

    0.12% of the 13F portfolio, value $6,488,177.

    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 65,273 shares
    Change vs previous 13F -1,380 shares

    0.11% of the 13F portfolio, value $6,283,797.

    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 66,653 shares
    Change vs previous 13F +1,308 shares

    0.12% of the 13F portfolio, value $6,435,308.

    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 65,345 shares
    Change vs previous 13F +36,055 shares

    0.11% of the 13F portfolio, value $6,009,771.

    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 29,290 shares
    Change vs previous 13F -23,980 shares

    0.06% of the 13F portfolio, value $2,491,701.

    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 53,270 shares
    Change vs previous 13F -316 shares

    0.11% of the 13F portfolio, value $4,709,070.

    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 53,586 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,723,103.

    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).