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Disclosery

Curi Capital, LLC: RBC position timeline

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

Curi Capital, LLC held 50,446 RBC 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 50,446 shares
    Change vs previous 13F +960 shares

    0.5% of the 13F portfolio, value $32,490,007.

    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 49,486 shares
    Change vs previous 13F -292 shares

    0.48% of the 13F portfolio, value $26,876,860.

    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 49,778 shares
    Change vs previous 13F -1,758 shares

    0.39% of the 13F portfolio, value $22,321,506.

    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 51,536 shares
    Change vs previous 13F -1,575 shares

    0.37% of the 13F portfolio, value $20,113,858.

    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 53,111 shares
    Change vs previous 13F +889 shares

    0.39% of the 13F portfolio, value $20,436,988.

    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 52,222 shares
    Change vs previous 13F -608 shares

    0.41% of the 13F portfolio, value $16,803,367.

    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 52,830 shares
    Change vs previous 13F +925 shares

    0.36% of the 13F portfolio, value $15,803,667.

    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 51,905 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $15,539,270.

    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).