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Disclosery

CURIO WEALTH, LLC: DFAT position timeline

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

CURIO WEALTH, LLC held 55,360 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,360 shares
    Change vs previous 13F -410 shares

    1.2% of the 13F portfolio, value $3,869,664.

    13F-HR 0002049201-26-000004 filed by CURIO WEALTH, 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 55,770 shares
    Change vs previous 13F -658 shares

    1.19% of the 13F portfolio, value $3,482,837.

    13F-HR 0002049201-26-000002 filed by CURIO WEALTH, 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 56,428 shares
    Change vs previous 13F -267 shares

    1.21% of the 13F portfolio, value $3,416,715.

    13F-HR 0002049201-26-000001 filed by CURIO WEALTH, 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 56,695 shares
    Change vs previous 13F -1,066 shares

    1.35% of the 13F portfolio, value $3,300,216.

    13F-HR 0002049201-25-000006 filed by CURIO WEALTH, 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 57,761 shares
    Change vs previous 13F +57,715 shares

    1.37% of the 13F portfolio, value $3,116,784.

    13F-HR 0002049201-25-000005 filed by CURIO WEALTH, 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 46 shares
    Change vs previous 13F -58,091 shares

    13F-HR 0002049201-25-000004 filed by CURIO WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent 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).

  7. period ended2024-12-31
    13F 58,137 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,235,905.

    13F-HR 0002049201-25-000001 filed by CURIO WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).