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CURA WEALTH ADVISORS, LLC: KREF position timeline

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

CURA WEALTH ADVISORS, LLC held 100,757 KREF 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 100,757 shares
    Change vs previous 13F +242 shares

    0.29% of the 13F portfolio, value $689,178.

    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 100,515 shares
    Change vs previous 13F -157 shares

    0.28% of the 13F portfolio, value $615,152.

    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 100,672 shares
    Change vs previous 13F +1,976 shares

    0.31% of the 13F portfolio, value $827,524.

    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 98,696 shares
    Change vs previous 13F +8,396 shares

    0.34% of the 13F portfolio, value $888,264.

    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 90,300 shares
    Change vs previous 13F +4,000 shares

    0.37% of the 13F portfolio, value $791,931.

    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 86,300 shares
    Change vs previous 13F +11,000 shares

    0.38% of the 13F portfolio, value $932,040.

    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 75,300 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $760,530.

    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).