Position in CW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$681
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CURIO WEALTH, LLC holds $783,040 across 1 Aerospace & Defense name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,537 | $783,040 |
All Filings in CW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $681 | 1 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||