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
2024 Q2 ADDED 13,056 +1,055 +8.8% 0.01% $15K $0.99
2024 Q1 ADDED 12,001 +500 +4.3% 0.00% $13K $0.91
2023 Q4 REDUCED 11,501 -4,400 -27.7% 0.00% $6K $0.46
2022 Q2 ADDED 15,901 +50 +0.3% 0.02% $27K $1.44
2022 Q1 ADDED 15,851 +4,301 +37.2% 0.02% $46K $2.47
2021 Q4 INITIATED 11,550 0.03% $68K $5.06
% of Fund (quarterly)    CURI price (monthly, adj. close)
← Back to WEALTH EFFECTS LLC Holdings