CURIO WEALTH, LLC: AVGE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CURIO WEALTH, LLC on AVGE, newest first. How the timeline and the estimate are built.
CURIO WEALTH, LLC held 19,674 AVGE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 19,674 sharesChange vs previous 13F +1,174 shares
0.6% of the 13F portfolio, value $1,949,693.
13F-HR 0002049201-26-000004 filed by CURIO WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,500 sharesChange vs previous 13F -2,070 shares
0.56% of the 13F portfolio, value $1,628,370.
13F-HR 0002049201-26-000002 filed by CURIO WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,570 sharesChange vs previous 13F +8,658 shares
0.63% of the 13F portfolio, value $1,786,077.
13F-HR 0002049201-26-000001 filed by CURIO WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,912 sharesChange vs previous 13F -4,686 shares
0.41% of the 13F portfolio, value $993,580.
13F-HR 0002049201-25-000006 filed by CURIO WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,598 sharesChange vs previous 13F +16,529 shares
0.56% of the 13F portfolio, value $1,286,035.
13F-HR 0002049201-25-000005 filed by CURIO WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 69 sharesChange vs previous 13F -9,629 shares
13F-HR 0002049201-25-000004 filed by CURIO WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedPercent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,698 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $701,844.
13F-HR 0002049201-25-000001 filed by CURIO WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).