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Disclosery

Curi Capital, LLC: WSO position timeline

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

Curi Capital, LLC held 69,438 WSO 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 69,438 shares
    Change vs previous 13F +3,783 shares

    0.45% of the 13F portfolio, value $28,936,653.

    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 65,655 shares
    Change vs previous 13F -1,330 shares

    0.43% of the 13F portfolio, value $23,884,736.

    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 66,985 shares
    Change vs previous 13F -1,371 shares

    0.39% of the 13F portfolio, value $22,570,764.

    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 68,356 shares
    Change vs previous 13F -4,538 shares

    0.51% of the 13F portfolio, value $27,636,385.

    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 72,894 shares
    Change vs previous 13F -3,245 shares

    0.61% of the 13F portfolio, value $32,191,486.

    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 76,139 shares
    Change vs previous 13F -2,422 shares

    0.95% of the 13F portfolio, value $38,701,258.

    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 78,561 shares
    Change vs previous 13F -43 shares

    0.86% of the 13F portfolio, value $37,229,266.

    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 78,604 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $38,663,952.

    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).