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Disclosery

Curi Capital, LLC: POOL position timeline

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

Curi Capital, LLC held 4,678 POOL 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 4,678 shares
    Change vs previous 13F +2,842 shares

    0.02% of the 13F portfolio, value $1,005,358.

    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 1,836 shares
    Change vs previous 13F -45,429 shares

    0.01% of the 13F portfolio, value $371,506.

    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 47,265 shares
    Change vs previous 13F -2,332 shares

    0.19% of the 13F portfolio, value $10,811,987.

    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 49,597 shares
    Change vs previous 13F -3,025 shares

    0.28% of the 13F portfolio, value $15,378,703.

    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 52,622 shares
    Change vs previous 13F +860 shares

    0.29% of the 13F portfolio, value $15,338,248.

    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 51,762 shares
    Change vs previous 13F +598 shares

    0.41% of the 13F portfolio, value $16,478,412.

    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 51,164 shares
    Change vs previous 13F +336 shares

    0.4% of the 13F portfolio, value $17,443,862.

    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 50,828 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $19,152,209.

    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).