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Curi Capital, LLC: PTC position timeline

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

Curi Capital, LLC held 9,379 PTC 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 9,379 shares
    Change vs previous 13F -1,385 shares

    0.02% of the 13F portfolio, value $1,065,492.

    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 10,764 shares
    Change vs previous 13F -3,750 shares

    0.03% of the 13F portfolio, value $1,533,692.

    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 14,514 shares
    Change vs previous 13F -2,242 shares

    0.04% of the 13F portfolio, value $2,528,352.

    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 16,756 shares
    Change vs previous 13F -7,942 shares

    0.06% of the 13F portfolio, value $3,401,691.

    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 24,698 shares
    Change vs previous 13F -176,747 shares

    0.08% of the 13F portfolio, value $4,256,462.

    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 201,445 shares
    Change vs previous 13F -61,907 shares

    0.77% of the 13F portfolio, value $31,213,902.

    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 263,352 shares
    Change vs previous 13F -20,763 shares

    1.12% of the 13F portfolio, value $48,422,466.

    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 284,115 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $51,328,151.

    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).