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CURA WEALTH ADVISORS, LLC: ACRE position timeline

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

CURA WEALTH ADVISORS, LLC held 902,153 ACRE 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 902,153 shares
    Change vs previous 13F -3,448 shares

    1.73% of the 13F portfolio, value $4,059,689.

    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 905,601 shares
    Change vs previous 13F -1,473 shares

    1.95% of the 13F portfolio, value $4,346,887.

    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 907,074 shares
    Change vs previous 13F -167,431 shares

    1.64% of the 13F portfolio, value $4,335,814.

    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 1,074,505 shares
    Change vs previous 13F +93,281 shares

    1.87% of the 13F portfolio, value $4,846,018.

    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 981,224 shares
    Change vs previous 13F +17,739 shares

    2.18% of the 13F portfolio, value $4,680,439.

    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 963,485 shares
    Change vs previous 13F +234,258 shares

    1.81% of the 13F portfolio, value $4,460,935.

    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 729,227 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $4,295,147.

    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).