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Disclosery

Curi Capital, LLC: WBS position timeline

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

Curi Capital, LLC held 4,216 WBS 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 4,216 shares
    Change vs previous 13F -24,384 shares

    <0.01% of the 13F portfolio, value $322,187.

    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 28,600 shares
    Change vs previous 13F -25,537 shares

    0.04% of the 13F portfolio, value $1,985,413.

    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 54,137 shares
    Change vs previous 13F +18 shares

    0.06% of the 13F portfolio, value $3,407,383.

    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 54,119 shares
    Change vs previous 13F -14,381 shares

    0.06% of the 13F portfolio, value $3,216,834.

    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 68,500 shares
    Change vs previous 13F +182 shares

    0.07% of the 13F portfolio, value $3,740,100.

    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 68,318 shares
    Change vs previous 13F -3,580 shares

    0.09% of the 13F portfolio, value $3,521,793.

    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 71,898 shares
    Change vs previous 13F +1,123 shares

    0.09% of the 13F portfolio, value $3,970,208.

    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 70,775 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,298,823.

    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).