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Disclosery

Curi Capital, LLC: SHY position timeline

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

Curi Capital, LLC held 363,486 SHY 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 363,486 shares
    Change vs previous 13F -73,149 shares

    0.46% of the 13F portfolio, value $29,845,808.

    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 436,635 shares
    Change vs previous 13F +6,230 shares

    0.64% of the 13F portfolio, value $36,052,999.

    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 430,405 shares
    Change vs previous 13F -26,630 shares

    0.62% of the 13F portfolio, value $35,646,143.

    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 457,035 shares
    Change vs previous 13F -36,604 shares

    0.7% of the 13F portfolio, value $37,915,584.

    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 493,639 shares
    Change vs previous 13F +1,130 shares

    0.78% of the 13F portfolio, value $40,902,928.

    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 492,509 shares
    Change vs previous 13F -288,802 shares

    1% of the 13F portfolio, value $40,745,272.

    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 781,311 shares
    Change vs previous 13F +43,473 shares

    1.48% of the 13F portfolio, value $64,051,866.

    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 737,838 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $61,351,264.

    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).