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Curio Wealth, LLC

SEC CIK
0002049201
Latest filing
Aug 7, 2026

PECO holding history

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

PECO overviewAll 13F holders of PECOFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2024
Holdings of PECO by Curio Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−591−100.0%Sold outHolders
Q1 2026591$22.1K<0.1%00.0%UnchangedHolders
Q4 2025591$21.1K<0.1%00.0%UnchangedHolders
Q3 2025591$20.3K<0.1%00.0%UnchangedHolders
Q2 2025591$20.7K<0.1%+590+59,000.0%AddedHolders
Q1 20251$22.1K<0.1%−590−99.8%ReducedHolders
Q4 2024591$22.1K<0.1%–No prior filingHolders