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Disclosery

CURIO WEALTH, LLC: SCHP position timeline

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

CURIO WEALTH, LLC held 12,877 SCHP 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 12,877 shares
    Change vs previous 13F -661 shares

    0.11% of the 13F portfolio, value $341,232.

    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 13,538 shares
    Change vs previous 13F -419 shares

    0.12% of the 13F portfolio, value $360,249.

    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 13,957 shares
    Change vs previous 13F -1,073 shares

    0.13% of the 13F portfolio, value $370,131.

    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 15,030 shares
    Change vs previous 13F -750 shares

    0.17% of the 13F portfolio, value $405,060.

    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 15,780 shares
    Change vs previous 13F +15,733 shares

    0.18% of the 13F portfolio, value $421,013.

    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 47 shares
    Change vs previous 13F -40,768 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 40,815 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,054,239.

    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).