Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
KURA holding history
Kura Oncology, Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
KURA overviewAll 13F holders of KURAFull Q2 2026 holdings
- Shares (Q2 2026)
- 90,983
- Value
- $998.1K
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 90,983 | $998.1K | 0.2% | −4,410−4.6% | Reduced | Holders |
| Q1 2026 | 95,393 | $775.5K | 0.2% | −23,453−19.7% | Reduced | Holders |
| Q4 2025 | 118,846 | $1.23M | 0.3% | +16,525+16.2% | Added | Holders |
| Q3 2025 | 102,321 | $905.5K | 0.2% | +102,321 | New | Holders |