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Disclosery

Curi Capital, LLC: SCHX position timeline

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

Curi Capital, LLC held 3,116,813 SCHX 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 3,116,813 shares
    Change vs previous 13F -510,373 shares

    1.42% of the 13F portfolio, value $91,727,811.

    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 3,627,186 shares
    Change vs previous 13F +65,360 shares

    1.66% of the 13F portfolio, value $93,001,043.

    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 3,561,826 shares
    Change vs previous 13F -39,969 shares

    1.66% of the 13F portfolio, value $95,848,735.

    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 3,601,795 shares
    Change vs previous 13F -77,635 shares

    1.74% of the 13F portfolio, value $94,871,298.

    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 3,679,430 shares
    Change vs previous 13F -158,719 shares

    1.71% of the 13F portfolio, value $89,925,269.

    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 3,838,149 shares
    Change vs previous 13F +7,377 shares

    2.09% of the 13F portfolio, value $84,746,323.

    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 3,830,772 shares
    Change vs previous 13F +2,512,504 shares

    2.05% of the 13F portfolio, value $88,797,292.

    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 1,318,268 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $89,444,486.

    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).