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Disclosery

Curi Capital, LLC: VTV position timeline

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

Curi Capital, LLC held 21,296 VTV 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 21,296 shares
    Change vs previous 13F -1,171 shares

    0.07% of the 13F portfolio, value $4,641,183.

    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 22,467 shares
    Change vs previous 13F +121 shares

    0.08% of the 13F portfolio, value $4,408,019.

    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 22,346 shares
    Change vs previous 13F -485 shares

    0.07% of the 13F portfolio, value $4,267,935.

    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 22,831 shares
    Change vs previous 13F +962 shares

    0.08% of the 13F portfolio, value $4,278,963.

    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 21,869 shares
    Change vs previous 13F +20,525 shares

    0.07% of the 13F portfolio, value $3,885,130.

    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 1,344 shares
    Change vs previous 13F -3,453 shares

    0.01% of the 13F portfolio, value $232,133.

    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 4,797 shares
    Change vs previous 13F -199 shares

    0.02% of the 13F portfolio, value $812,140.

    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 4,996 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $872,295.

    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).