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Disclosery

Curi Capital, LLC: WTFC position timeline

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

Curi Capital, LLC held 131,834 WTFC 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 131,834 shares
    Change vs previous 13F +5,391 shares

    0.33% of the 13F portfolio, value $21,188,428.

    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 126,443 shares
    Change vs previous 13F +17,577 shares

    0.31% of the 13F portfolio, value $17,567,974.

    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 108,866 shares
    Change vs previous 13F -1,490 shares

    0.26% of the 13F portfolio, value $15,221,567.

    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 110,356 shares
    Change vs previous 13F +12,473 shares

    0.27% of the 13F portfolio, value $14,615,497.

    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 97,883 shares
    Change vs previous 13F +24,571 shares

    0.23% of the 13F portfolio, value $12,135,574.

    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 73,312 shares
    Change vs previous 13F +32,048 shares

    0.2% of the 13F portfolio, value $8,244,636.

    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 41,264 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,146,019.

    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).