Curry Webb Wealth Management LLC quarter change: USA Stocks, Unchanged
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).
- MCD: Country of operation United States; Class COM; Shares 2026-03-31 1,430; Shares 2026-06-30 1,430.
- SGOL: Country of operation United States; Class PHYSCL GOLD SHS; Shares 2026-03-31 8,876; Shares 2026-06-30 8,876.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||