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Curry Webb Wealth Management LLC: IQDF position timeline

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

Curry Webb Wealth Management LLC held 59,242 IQDF 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 59,242 shares
    Change vs previous 13F -6,639 shares

    0.85% of the 13F portfolio, value $2,047,401.

    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 65,881 shares
    Change vs previous 13F -17,972 shares

    0.99% of the 13F portfolio, value $2,086,447.

    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 83,853 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,549,137.

    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).