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Curi Wealth Management, LLC

CIK: 0001851184 | Raleigh, NC

Q4 2023 vs Q1 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2024
13F-HR1$02024-05-15SEC ↗
Q4 2023
13F-HR160$723.9M2024-02-08SEC ↗
Q3 2023
13F-HR152$652.0M2023-11-06SEC ↗
Q2 2023
13F-HR172$739.9M2023-07-31SEC ↗
Q1 2023
13F-HR166$695.7M2023-05-03SEC ↗
Q4 2022
13F-HR187$713.1M2023-02-03SEC ↗
Q3 2022
13F-HR184$39.3M2022-11-08SEC ↗
Q2 2022
13F-HR731$26.3M2022-08-08SEC ↗
Q1 2022
13F-HR654$19.2M2022-05-06SEC ↗
Q4 2021
13F-HR627$13.8M2022-02-09SEC ↗
Q3 2021
13F-HR88$462.1K2021-10-19SEC ↗
Q2 2021
13F-HR92$438.1K2021-07-23SEC ↗
Q1 2021
13F-HR90$390.6K2021-04-29SEC ↗
Q4 2020
13F-HR538$758.7K2021-03-19SEC ↗