Skip to content
Disclosery

Curi Capital, LLC: SCHW position timeline

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

Curi Capital, LLC held 131,889 SCHW 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 131,889 shares
    Change vs previous 13F -6,886 shares

    0.19% of the 13F portfolio, value $12,169,362.

    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 138,775 shares
    Change vs previous 13F +149 shares

    0.23% of the 13F portfolio, value $13,042,084.

    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 138,626 shares
    Change vs previous 13F -32,651 shares

    0.24% of the 13F portfolio, value $13,850,153.

    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 171,277 shares
    Change vs previous 13F -1,071 shares

    0.3% of the 13F portfolio, value $16,351,808.

    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 172,348 shares
    Change vs previous 13F -5,179 shares

    0.3% of the 13F portfolio, value $15,725,074.

    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 177,527 shares
    Change vs previous 13F -23,812 shares

    0.34% of the 13F portfolio, value $13,896,814.

    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 201,339 shares
    Change vs previous 13F +366 shares

    0.34% of the 13F portfolio, value $14,901,100.

    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 200,973 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $13,025,061.

    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).