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Disclosery

Curi Capital, LLC: MSFT position timeline

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

Curi Capital, LLC held 463,081 MSFT 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 463,081 shares
    Change vs previous 13F -21,506 shares

    2.67% of the 13F portfolio, value $172,738,508.

    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 484,587 shares
    Change vs previous 13F -37,061 shares

    3.2% of the 13F portfolio, value $179,379,309.

    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 521,648 shares
    Change vs previous 13F -2,014 shares

    4.38% of the 13F portfolio, value $252,279,400.

    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 523,662 shares
    Change vs previous 13F +25,254 shares

    4.98% of the 13F portfolio, value $271,230,826.

    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 498,408 shares
    Change vs previous 13F +118,471 shares

    4.71% of the 13F portfolio, value $247,912,908.

    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 379,937 shares
    Change vs previous 13F +16,636 shares

    3.52% of the 13F portfolio, value $142,624,578.

    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 363,301 shares
    Change vs previous 13F +39,688 shares

    3.53% of the 13F portfolio, value $153,131,323.

    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 323,613 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $139,250,835.

    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).