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Disclosery

Curi Capital, LLC: IWV position timeline

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

Curi Capital, LLC held 13,962 IWV 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 13,962 shares
    Change vs previous 13F -1,011 shares

    0.09% of the 13F portfolio, value $5,953,430.

    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 14,973 shares
    Change vs previous 13F -205 shares

    0.1% of the 13F portfolio, value $5,550,204.

    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 15,178 shares
    Change vs previous 13F +3,455 shares

    0.1% of the 13F portfolio, value $5,871,610.

    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 11,723 shares
    Change vs previous 13F -1,014 shares

    0.08% of the 13F portfolio, value $4,442,315.

    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 12,737 shares
    Change vs previous 13F +10,784 shares

    0.08% of the 13F portfolio, value $4,470,831.

    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 1,953 shares
    Change vs previous 13F -6,058 shares

    0.02% of the 13F portfolio, value $620,436.

    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 8,011 shares
    Change vs previous 13F -3,020 shares

    0.06% of the 13F portfolio, value $2,677,719.

    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 11,031 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,604,200.

    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).