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Disclosery

Curry Webb Wealth Management LLC: ESG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curry Webb Wealth Management LLC on ESG, newest first. How the timeline and the estimate are built.

Curry Webb Wealth Management LLC held 4,480 ESG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,480 shares
    Change vs previous 13F +23 shares

    0.33% of the 13F portfolio, value $787,482.

    13F-HR 0002060114-26-000005 filed by Curry Webb Wealth Management 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 4,457 shares
    Change vs previous 13F +83 shares

    0.32% of the 13F portfolio, value $676,351.

    13F-HR 0002060114-26-000003 filed by Curry Webb Wealth Management 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 4,374 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $692,192.

    13F-HR 0002060114-26-000004 filed by Curry Webb Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).