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Disclosery

Curi Capital, LLC: SGOV position timeline

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

Curi Capital, LLC held 38,824 SGOV 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 38,824 shares
    Change vs previous 13F -15,536 shares

    0.06% of the 13F portfolio, value $3,908,448.

    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 54,360 shares
    Change vs previous 13F -2,653 shares

    0.1% of the 13F portfolio, value $5,471,881.

    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 57,013 shares
    Change vs previous 13F +1,168 shares

    0.1% of the 13F portfolio, value $5,722,965.

    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 55,845 shares
    Change vs previous 13F -7,129 shares

    0.1% of the 13F portfolio, value $5,623,595.

    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 62,974 shares
    Change vs previous 13F -8,533 shares

    0.12% of the 13F portfolio, value $6,340,868.

    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 71,507 shares
    Change vs previous 13F -6,292 shares

    0.18% of the 13F portfolio, value $7,198,630.

    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 77,799 shares
    Change vs previous 13F -381 shares

    0.18% of the 13F portfolio, value $7,804,760.

    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 78,180 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,874,330.

    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).