Curi Wealth Management, LLC SEC EDGAR Filings (CIK 0001851184)

SEC EDGAR filings, ownership reports, and insider transactions for Curi Wealth Management, LLC.

Business address
700 Spring Forest Road, Suite 235, Raleigh, NC, 27609
State of incorporation
NC
Fiscal year end
31 December
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Curi Wealth Management, LLC has filed 14 SEC EDGAR filings since 19 Mar 2021

Latest Filings

Recent SEC filings for Curi Wealth Management, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2024 31 Mar 2024 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2024 31 Dec 2023 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2023 30 Sep 2023 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2023 30 Jun 2023 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2023 31 Mar 2023 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2023 31 Dec 2022 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2022 30 Sep 2022 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2022 30 Jun 2022 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2022 31 Mar 2022 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2022 31 Dec 2021 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2021 30 Sep 2021 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2021 30 Jun 2021 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2021 31 Mar 2021 028-21118
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Mar 2021 31 Dec 2020 028-21118

About this filer

Curi Wealth Management, LLC files with the SEC under CIK 0001851184. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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