EPP β€” ISHARES INC

Ownership history in Curat Global, LLC  Β·  5 quarters on record

AI Ownership Summary

Curat Global, LLC reported ISHARES INC (EPP) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.6% in 2025 Q2. The latest visible filing shows EPP at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curat Global, LLC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EPP was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Curat Global, LLC held EPP β€” position size vs. price
% of Fund (quarterly)    EPP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 9,368 β€” 0% 0.49% $498K 2026-04-21 $55.38
2025 Q4 UNCHANGED 9,368 β€” 0% 0.53% $473K 2026-02-06 $54.35
2025 Q3 UNCHANGED 9,368 β€” 0% 0.45% $481K 2025-10-28 $51.36
2025 Q2 UNCHANGED 9,368 β€” 0% 0.60% $462K 2025-08-01 $48.17
2025 Q1 INITIATED 9,368 β€” β€” 0.50% $413K 2025-04-11 $40.60

FAQ About Curat Global, LLC and EPP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Curat Global, LLC reported owning EPP?

Curat Global, LLC reported EPP across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EPP position in Curat Global, LLC's portfolio?

The largest reported portfolio weight for EPP was 0.60% in 2025 Q2.

What is the latest reported EPP position on this page?

The most recent filing on this page is 2026 Q1, when Curat Global, LLC reported 9,368 shares, equal to 0.49% of portfolio, with an estimated market value of $498K.

What does the chart on this EPP ownership page compare?

The chart compares Curat Global, LLC's quarterly EPP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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