CURI β€” CURIOSITYSTREAM INC COM CL A

Ownership history in IFP Advisors, Inc  Β·  9 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported CURIOSITYSTREAM INC COM CL A (CURI) in 9 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows CURI at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CURI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in CURIOSITYSTREAM INC COM CL A, 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

CURI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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 IFP Advisors, Inc held CURI β€” position size vs. price
% of Fund (quarterly)    CURI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 110 β€” 0% 0.00% $326 2026-04-13 $3.21
2025 Q4 ADDED 110 +110 β€” 0.00% $418 2026-02-06 $3.22
2025 Q3 REDUCED β€” -264 -100.0% 0.00% $2K 2025-12-02 $4.34
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CURI

As of 2026 Q1 β€” sorted by position size

Global Wealth Strategies & Associates 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About IFP Advisors, Inc and CURI

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

How long has IFP Advisors, Inc reported owning CURI?

IFP Advisors, Inc reported CURI across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported CURI position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for CURI was 0.00% in 2025 Q3.

What is the latest reported CURI position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 110 shares, equal to 0.00% of portfolio, with an estimated market value of $326.

What does the chart on this CURI ownership page compare?

The chart compares IFP Advisors, Inc's quarterly CURI 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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