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CURA WEALTH ADVISORS, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CURA WEALTH ADVISORS, LLC on AAPL, newest first. How the timeline and the estimate are built.

CURA WEALTH ADVISORS, LLC held 14,936 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,936 shares
    Change vs previous 13F +342 shares

    1.84% of the 13F portfolio, value $4,321,852.

    13F-HR 0002056729-26-000003 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,594 shares
    Change vs previous 13F -4,070 shares

    1.66% of the 13F portfolio, value $3,703,742.

    13F-HR 0002056729-26-000002 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,664 shares
    Change vs previous 13F +2,907 shares

    1.92% of the 13F portfolio, value $5,074,069.

    13F-HR 0002056729-26-000001 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,757 shares
    Change vs previous 13F +1,278 shares

    1.54% of the 13F portfolio, value $4,012,205.

    13F-HR 0002056729-25-000005 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,479 shares
    Change vs previous 13F -2,794 shares

    1.38% of the 13F portfolio, value $2,970,611.

    13F-HR 0002056729-25-000004 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,273 shares
    Change vs previous 13F +2,700 shares

    1.55% of the 13F portfolio, value $3,836,853.

    13F-HR 0002056729-25-000002 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,573 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,649,371.

    13F-HR 0002056729-25-000001 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).