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CURA WEALTH ADVISORS, LLC: ARI position timeline

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

CURA WEALTH ADVISORS, LLC held 275,833 ARI 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 275,833 shares
    Change vs previous 13F -161,400 shares

    1.26% of the 13F portfolio, value $2,945,896.

    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 437,233 shares
    Change vs previous 13F -386,000 shares

    2.07% of the 13F portfolio, value $4,617,180.

    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 823,233 shares
    Change vs previous 13F -8,450 shares

    3.02% of the 13F portfolio, value $7,968,895.

    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 831,683 shares
    Change vs previous 13F -23,617 shares

    3.24% of the 13F portfolio, value $8,424,949.

    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 855,300 shares
    Change vs previous 13F +8,000 shares

    3.86% of the 13F portfolio, value $8,279,304.

    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 847,300 shares
    Change vs previous 13F +158,200 shares

    3.28% of the 13F portfolio, value $8,108,661.

    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 689,100 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $5,967,606.

    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).