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Curi Capital, LLC: PM position timeline

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

Curi Capital, LLC held 193,372 PM 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 193,372 shares
    Change vs previous 13F -7,748 shares

    0.55% of the 13F portfolio, value $35,256,349.

    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 201,120 shares
    Change vs previous 13F -1,437 shares

    0.6% of the 13F portfolio, value $33,548,319.

    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 202,557 shares
    Change vs previous 13F +9,122 shares

    0.57% of the 13F portfolio, value $32,777,159.

    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 193,435 shares
    Change vs previous 13F +17,628 shares

    0.58% of the 13F portfolio, value $31,375,169.

    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 175,807 shares
    Change vs previous 13F +35,095 shares

    0.61% of the 13F portfolio, value $32,227,958.

    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 140,712 shares
    Change vs previous 13F +32,773 shares

    0.56% of the 13F portfolio, value $22,510,342.

    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 107,939 shares
    Change vs previous 13F +28,164 shares

    0.3% of the 13F portfolio, value $12,990,471.

    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 79,775 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $9,684,627.

    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).