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Disclosery

CURIO WEALTH, LLC: IWR position timeline

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

CURIO WEALTH, LLC held 8,519 IWR 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 8,519 shares
    Change vs previous 13F +511 shares

    0.29% of the 13F portfolio, value $939,816.

    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 8,008 shares
    Change vs previous 13F -293 shares

    0.27% of the 13F portfolio, value $778,618.

    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 8,301 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $812,004.

    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 8,301 shares
    Change vs previous 13F -651 shares

    0.33% of the 13F portfolio, value $801,462.

    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 8,952 shares
    Change vs previous 13F +8,942 shares

    0.36% of the 13F portfolio, value $823,315.

    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 10 shares
    Change vs previous 13F -9,693 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 9,703 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $857,745.

    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).