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CURA WEALTH ADVISORS, LLC: GBDC position timeline

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

CURA WEALTH ADVISORS, LLC held 120,200 GBDC 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 120,200 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,548,176.

    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 120,200 shares
    Change vs previous 13F -127,500 shares

    0.68% of the 13F portfolio, value $1,521,732.

    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 247,700 shares
    Change vs previous 13F +13,000 shares

    1.27% of the 13F portfolio, value $3,361,289.

    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 234,700 shares
    Change vs previous 13F -15,200 shares

    1.24% of the 13F portfolio, value $3,213,043.

    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 249,900 shares
    Change vs previous 13F -18,800 shares

    1.7% of the 13F portfolio, value $3,661,035.

    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 268,700 shares
    Change vs previous 13F +27,700 shares

    1.65% of the 13F portfolio, value $4,068,118.

    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 241,000 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,653,560.

    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).