Position in CURI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$400,292
-$569,810 QoQ
Shares Held
135,234
-47.0% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CURI Over Time
Shares Held
Position Value (USD)
Position in Broadcasting
Communication Services · as of Mar 31, 2026Evernest Financial Advisors, LLC holds $400,292 across 1 Broadcasting name. CURI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CURI |
CuriosityStream Inc.
This page
|
135,234 | $400,292 |
All Filings in CURI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,292 | 135,234 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $970,102 | 255,290 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,272,148 | 240,028 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $624,209 | 110,872 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||