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Curry Webb Wealth Management LLC Last Quarter Change: USA Stocks, Added

Curry Webb Wealth Management LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Curry Webb Wealth Management LLC opened 1 positions, added to 5, reduced 10, sold out of 1 and left 2 unchanged. The largest increase in value was LLY (+$593,243); the largest decrease was GLD (-$1,308,371).

  • MBIN: Country of operation United States; Class COM; Shares 2026-03-31 14,083; Shares 2026-06-30 14,118.
  • NVDA: Country of operation United States; Class COM; Shares 2026-03-31 2,054; Shares 2026-06-30 2,285.
  • AMZN: Country of operation United States; Class COM; Shares 2026-03-31 2,124; Shares 2026-06-30 2,208.
  • META: Country of operation United States; Class CL A; Shares 2026-03-31 463; Shares 2026-06-30 553.

Two Form 13F-HR filings compared (SEC CIK 2060114): 2026-03-31 (filed 2026-06-10) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
MBIN
MERCHANTS BANCORP IND
United StatesCOM14,08314,118+35$604,303$705,912+$101,609
NVDA
NVIDIA CORPORATION
United StatesCOM2,0542,285+231$358,244$457,129+$98,885
AMZN
AMAZON COM INC
United StatesCOM2,1242,208+84$442,365$526,255+$83,890
META
META PLATFORMS INC
United StatesCL A463553+90$264,814$311,479+$46,665
MSFT
MICROSOFT CORP
United StatesCOM1,1571,186+29$428,331$442,532+$14,201

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