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CURA WEALTH ADVISORS, LLC: XNEAX position timeline

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

CURA WEALTH ADVISORS, LLC held 302,000 XNEAX 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 302,000 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $3,545,480.

    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 302,000 shares
    Change vs previous 13F -5,000 shares

    1.52% of the 13F portfolio, value $3,391,460.

    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 307,000 shares
    Change vs previous 13F -1,000 shares

    1.35% of the 13F portfolio, value $3,570,410.

    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 308,000 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $3,508,120.

    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 308,000 shares
    Change vs previous 13F +1,000 shares

    1.57% of the 13F portfolio, value $3,363,360.

    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 307,000 shares
    Change vs previous 13F +6,392 shares

    1.39% of the 13F portfolio, value $3,438,400.

    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 300,608 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,390,858.

    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).