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CURA WEALTH ADVISORS, LLC: OXLC position timeline

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

CURA WEALTH ADVISORS, LLC held 10,247 OXLC 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 10,247 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $89,764.

    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 10,247 shares
    Change vs previous 13F -8,000 shares

    0.04% of the 13F portfolio, value $100,216.

    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 18,247 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $267,136.

    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 18,247 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $308,922.

    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).