Position in CURI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$798
-$90 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 102 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CURI Over Time
Shares Held
Position Value (USD)
Position in Broadcasting
Communication Services · as of Jun 30, 2026Asset Planning,Inc holds $798 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
|
300 | $798 |
All Filings in CURI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798 | 300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $888 | 300 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,140 | 300 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,590 | 300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,689 | 300 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $804 | 300 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $459 | 300 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||