CURI — CURIOSITYSTREAM INC

Ownership history in WEALTH EFFECTS LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in CURIOSITYSTREAM INC (CURI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q2)
Avg. % of fund
0.02%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 18,104 +34 +0.2% 0.03% $96K $5.09
2025 Q2 ADDED 18,070 +3,930 +27.8% 0.04% $102K $5.31
2024 Q4 ADDED 14,140 +1,026 +7.8% 0.01% $22K $1.37
2024 Q3 ADDED 13,114 +58 +0.4% 0.01% $25K $1.69
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CURI price (monthly, adj. close)

Other funds also holding CURI

As of 2025 Q4 — sorted by position size

Penbrook Management LLC 3Y 7Y 0.91% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.35% MYDA Advisors LLC 3Y 7Y 0.2% Evernest Financial Advisors, LLC 0.18% THOMPSON SIEGEL & WALMSLEY LLC 3Y 7Y 0.13% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.09% Legato Capital Management LLC 3Y 7Y 0.06% AMERICAN FINANCIAL GROUP INC 3Y 7Y 0.04% EntryPoint Capital, LLC 0.03% ARS Investment Partners, LLC 3Y 7Y 0.03%
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