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Disclosery

Curi Capital, LLC: SPY position timeline

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

Curi Capital, LLC held 120,637 SPY 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 120,637 shares
    Change vs previous 13F +995 shares

    1.4% of the 13F portfolio, value $90,297,220.

    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 119,642 shares
    Change vs previous 13F +4,569 shares

    1.39% of the 13F portfolio, value $77,998,902.

    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 115,073 shares
    Change vs previous 13F -1,513 shares

    1.36% of the 13F portfolio, value $78,673,148.

    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 116,586 shares
    Change vs previous 13F -41,449 shares

    1.43% of the 13F portfolio, value $77,859,436.

    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 158,035 shares
    Change vs previous 13F +63,376 shares

    1.86% of the 13F portfolio, value $97,815,209.

    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 94,659 shares
    Change vs previous 13F -31,955 shares

    1.31% of the 13F portfolio, value $53,059,959.

    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 126,614 shares
    Change vs previous 13F +3,457 shares

    1.71% of the 13F portfolio, value $74,206,500.

    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 123,157 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $70,662,663.

    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).