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Disclosery

CURA WEALTH ADVISORS, LLC: BX position timeline

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

CURA WEALTH ADVISORS, LLC held 2,252 BX 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 2,252 shares
    Change vs previous 13F +87 shares

    0.11% of the 13F portfolio, value $265,027.

    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 2,165 shares
    Change vs previous 13F -327 shares

    0.11% of the 13F portfolio, value $248,928.

    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 2,492 shares
    Change vs previous 13F +344 shares

    0.15% of the 13F portfolio, value $384,043.

    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 2,148 shares
    Change vs previous 13F +2,148 shares

    0.14% of the 13F portfolio, value $366,986.

    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 0 shares
    Change vs previous 13F -3,200 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 3,200 shares
    Change vs previous 13F +276 shares

    0.18% of the 13F portfolio, value $447,296.

    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 2,924 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $504,156.

    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).