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Curio Wealth, LLC

SEC CIK
0002049201
Latest filing
Aug 7, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
998
Value
$342.4K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of V by Curio Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026998$342.4K0.1%+3+0.3%AddedHolders
Q1 2026995$300.7K0.1%+8+0.8%AddedHolders
Q4 2025987$350.5K0.1%00.0%UnchangedHolders
Q3 2025987$336.9K0.1%00.0%UnchangedHolders
Q2 2025987$350.4K0.2%+985+49,250.0%AddedHolders
Q1 20252$311.9K0.2%−985−99.8%ReducedHolders
Q4 2024987$311.9K0.2%–No prior filingHolders