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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

CURI holding history

CuriosityStream Inc. in every 13F filed by Wealth Effects LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CURI overviewAll 13F holders of CURIFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of CURI by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−18,104−100.0%Sold outHolders
Q3 202518,104$96.0K<0.1%+34+0.2%AddedHolders
Q2 202518,070$101.7K<0.1%+18,070NewHolders
Q1 20250$00.0%−14,140−100.0%Sold outHolders
Q4 202414,140$21.6K<0.1%+1,026+7.8%AddedHolders
Q3 202413,114$25.0K<0.1%+58+0.4%AddedHolders
Q2 202413,056$14.9K<0.1%+1,055+8.8%AddedHolders
Q1 202412,001$12.8K<0.1%+500+4.3%AddedHolders
Q4 202311,501$6.21K<0.1%+11,501NewHolders
Q3 20220$00.0%−15,901−100.0%Sold outHolders
Q2 202215,901$27.0K<0.1%+50+0.3%AddedHolders
Q1 202215,851$46.0K<0.1%+4,301+37.2%AddedHolders
Q4 202111,550$68.0K<0.1%–No prior filingHolders