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

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

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).

  • COF: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,016.

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
COF
CAPITAL ONE FINL CORP
United StatesCOM01,016+1,016$0$203,830+$203,830

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