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Disclosery

Curi Capital, LLC: MTB position timeline

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

Curi Capital, LLC held 5,595 MTB 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 5,595 shares
    Change vs previous 13F -3,265 shares

    0.02% of the 13F portfolio, value $1,331,666.

    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 8,860 shares
    Change vs previous 13F -89,213 shares

    0.03% of the 13F portfolio, value $1,831,452.

    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 98,073 shares
    Change vs previous 13F -3,275 shares

    0.34% of the 13F portfolio, value $19,759,813.

    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 101,348 shares
    Change vs previous 13F +2,148 shares

    0.37% of the 13F portfolio, value $20,028,473.

    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 99,200 shares
    Change vs previous 13F -4,842 shares

    0.37% of the 13F portfolio, value $19,243,722.

    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 104,042 shares
    Change vs previous 13F +37,562 shares

    0.46% of the 13F portfolio, value $18,597,434.

    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 66,480 shares
    Change vs previous 13F +20,076 shares

    0.29% of the 13F portfolio, value $12,498,838.

    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 46,404 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,265,480.

    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).