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CURA WEALTH ADVISORS, LLC: MFIC position timeline

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

CURA WEALTH ADVISORS, LLC held 512,823 MFIC 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 512,823 shares
    Change vs previous 13F -101,095 shares

    2.21% of the 13F portfolio, value $5,169,256.

    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 613,918 shares
    Change vs previous 13F -28,000 shares

    3.09% of the 13F portfolio, value $6,900,438.

    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 641,918 shares
    Change vs previous 13F +24,000 shares

    2.78% of the 13F portfolio, value $7,343,542.

    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 617,918 shares
    Change vs previous 13F -91,041 shares

    2.85% of the 13F portfolio, value $7,408,837.

    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 708,959 shares
    Change vs previous 13F +60,359 shares

    4.17% of the 13F portfolio, value $8,947,064.

    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 648,600 shares
    Change vs previous 13F +505,807 shares

    3.38% of the 13F portfolio, value $8,340,996.

    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 142,793 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,926,278.

    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).