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Disclosery

CURIO WEALTH, LLC: VO position timeline

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

CURIO WEALTH, LLC held 24,953 VO 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 24,953 shares
    Change vs previous 13F +18,390 shares

    0.62% of the 13F portfolio, value $2,010,478.

    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 6,563 shares
    Change vs previous 13F -98 shares

    0.64% of the 13F portfolio, value $1,884,762.

    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 6,661 shares
    Change vs previous 13F -179 shares

    0.69% of the 13F portfolio, value $1,960,466.

    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 6,840 shares
    Change vs previous 13F -1,011 shares

    0.82% of the 13F portfolio, value $2,009,182.

    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 7,851 shares
    Change vs previous 13F +7,705 shares

    0.96% of the 13F portfolio, value $2,196,945.

    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 146 shares
    Change vs previous 13F -11,593 shares

    22.85% of the 13F portfolio, value $3,125,588.

    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 11,739 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $3,100,496.

    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).