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Disclosery

LPL Financial LLC: CURI position timeline

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

LPL Financial LLC held 26,427 CURI 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 26,427 shares
    Change vs previous 13F -4,479 shares

    <0.01% of the 13F portfolio, value $70,296.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 30,906 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $91,480.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 30,888 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $117,373.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 30,856 shares
    Change vs previous 13F -7,158 shares

    <0.01% of the 13F portfolio, value $163,535.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 38,014 shares
    Change vs previous 13F +10,434 shares

    <0.01% of the 13F portfolio, value $214,020.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 27,580 shares
    Change vs previous 13F -204 shares

    <0.01% of the 13F portfolio, value $73,913.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 27,784 shares
    Change vs previous 13F -755 shares

    <0.01% of the 13F portfolio, value $42,509.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,539 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54,509.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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