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Disclosery

CURIO WEALTH, LLC: IEFA position timeline

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

CURIO WEALTH, LLC held 3,178 IEFA 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 3,178 shares
    Change vs previous 13F +1,266 shares

    0.1% of the 13F portfolio, value $306,925.

    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 1,912 shares
    Change vs previous 13F -327 shares

    0.06% of the 13F portfolio, value $173,093.

    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 2,239 shares
    Change vs previous 13F +737 shares

    0.07% of the 13F portfolio, value $201,062.

    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 1,502 shares
    Change vs previous 13F -156 shares

    0.05% of the 13F portfolio, value $131,140.

    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 1,658 shares
    Change vs previous 13F +1,657 shares

    0.06% of the 13F portfolio, value $138,410.

    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 1 shares
    Change vs previous 13F -155 shares

    0.08% of the 13F portfolio, value $10,964.

    13F-HR 0002049201-25-000004 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).

  7. period ended2024-12-31
    13F 156 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,964.

    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).