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Disclosery

CURIO WEALTH, LLC: DFSV position timeline

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

CURIO WEALTH, LLC held 32,547 DFSV 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 32,547 shares
    Change vs previous 13F -327 shares

    0.39% of the 13F portfolio, value $1,262,498.

    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 32,874 shares
    Change vs previous 13F -382 shares

    0.39% of the 13F portfolio, value $1,151,905.

    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 33,256 shares
    Change vs previous 13F +789 shares

    0.39% of the 13F portfolio, value $1,111,083.

    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 32,467 shares
    Change vs previous 13F -5,117 shares

    0.42% of the 13F portfolio, value $1,033,749.

    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 37,584 shares
    Change vs previous 13F +37,550 shares

    0.48% of the 13F portfolio, value $1,106,097.

    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 34 shares
    Change vs previous 13F -35,401 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 35,435 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,090,689.

    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).