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Disclosery

Curi Capital, LLC: SCHA position timeline

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

Curi Capital, LLC held 251,074 SCHA 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 251,074 shares
    Change vs previous 13F -35,400 shares

    0.14% of the 13F portfolio, value $9,071,292.

    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 286,474 shares
    Change vs previous 13F -7,132 shares

    0.15% of the 13F portfolio, value $8,330,660.

    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 293,606 shares
    Change vs previous 13F +824 shares

    0.15% of the 13F portfolio, value $8,361,893.

    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 292,782 shares
    Change vs previous 13F -44,438 shares

    0.15% of the 13F portfolio, value $8,168,633.

    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 337,220 shares
    Change vs previous 13F -42,018 shares

    0.16% of the 13F portfolio, value $8,531,649.

    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 379,238 shares
    Change vs previous 13F -171,128 shares

    0.22% of the 13F portfolio, value $8,885,541.

    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 550,366 shares
    Change vs previous 13F +280,093 shares

    0.33% of the 13F portfolio, value $14,232,456.

    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 270,273 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $13,919,036.

    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).