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Disclosery

Curi Capital, LLC: WFC position timeline

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

Curi Capital, LLC held 129,640 WFC 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 129,640 shares
    Change vs previous 13F +2,676 shares

    0.17% of the 13F portfolio, value $10,713,412.

    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 126,964 shares
    Change vs previous 13F -4,249 shares

    0.18% of the 13F portfolio, value $10,107,604.

    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 131,213 shares
    Change vs previous 13F +10,213 shares

    0.21% of the 13F portfolio, value $12,229,036.

    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 121,000 shares
    Change vs previous 13F +11,166 shares

    0.19% of the 13F portfolio, value $10,142,182.

    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 109,834 shares
    Change vs previous 13F +96,430 shares

    0.17% of the 13F portfolio, value $8,799,922.

    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 13,404 shares
    Change vs previous 13F +725 shares

    0.02% of the 13F portfolio, value $962,274.

    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 12,679 shares
    Change vs previous 13F -94 shares

    0.02% of the 13F portfolio, value $890,574.

    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 12,773 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $721,547.

    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).