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CURA WEALTH ADVISORS, LLC: EIM position timeline

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

CURA WEALTH ADVISORS, LLC held 254,149 EIM 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 254,149 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $2,531,324.

    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 254,149 shares
    Change vs previous 13F +10,000 shares

    1.11% of the 13F portfolio, value $2,483,036.

    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 244,149 shares
    Change vs previous 13F +33,241 shares

    0.9% of the 13F portfolio, value $2,375,570.

    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 210,908 shares
    Change vs previous 13F -1,823 shares

    0.81% of the 13F portfolio, value $2,096,426.

    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 212,731 shares
    Change vs previous 13F +17,477 shares

    0.96% of the 13F portfolio, value $2,057,109.

    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 195,254 shares
    Change vs previous 13F -20,835 shares

    0.79% of the 13F portfolio, value $1,946,682.

    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 216,089 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,238,682.

    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).