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Disclosery

Curi Capital, LLC: PFS position timeline

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

Curi Capital, LLC held 115,435 PFS 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 115,435 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,728,884.

    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 115,435 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,442,605.

    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 115,435 shares
    Change vs previous 13F -9,810 shares

    0.04% of the 13F portfolio, value $2,279,842.

    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 125,245 shares
    Change vs previous 13F -125,000 shares

    0.04% of the 13F portfolio, value $2,414,724.

    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 250,245 shares
    Change vs previous 13F -49,755 shares

    0.08% of the 13F portfolio, value $4,386,795.

    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 300,000 shares
    Change vs previous 13F +100,000 shares

    0.13% of the 13F portfolio, value $5,151,000.

    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 200,000 shares
    Change vs previous 13F -50,000 shares

    0.09% of the 13F portfolio, value $3,774,000.

    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 250,000 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,640,000.

    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).