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Disclosery

Curi Capital, LLC: TOTL position timeline

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

Curi Capital, LLC held 188,859 TOTL 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 188,859 shares
    Change vs previous 13F -35,054 shares

    0.12% of the 13F portfolio, value $7,454,230.

    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 223,913 shares
    Change vs previous 13F -9,608 shares

    0.16% of the 13F portfolio, value $8,896,080.

    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 233,521 shares
    Change vs previous 13F -11,544 shares

    0.16% of the 13F portfolio, value $9,399,232.

    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 245,065 shares
    Change vs previous 13F -17,373 shares

    0.18% of the 13F portfolio, value $9,942,270.

    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 262,438 shares
    Change vs previous 13F -13,365 shares

    0.2% of the 13F portfolio, value $10,526,391.

    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 275,803 shares
    Change vs previous 13F -4,166 shares

    0.27% of the 13F portfolio, value $11,112,120.

    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 279,969 shares
    Change vs previous 13F +12,048 shares

    0.25% of the 13F portfolio, value $11,027,989.

    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 267,921 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $11,091,944.

    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).