Position in COF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,216
-$3,113 QoQ
Shares Held
56
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CURIO WEALTH, LLC holds $342,403 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
998 | $342,403 |
All Filings in COF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,216 | 56 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,329 | 55 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,266 | 53 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,701 | 55 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $179 | 1 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||