CURA WEALTH ADVISORS, LLC NBH β€” NEUBERGER BERMAN MUN FD INC

Ownership history in CURA WEALTH ADVISORS, LLC  Β·  5 quarters on record

AI Ownership Summary

CURA WEALTH ADVISORS, LLC reported NEUBERGER BERMAN MUN FD INC (NBH) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.39% in 2024 Q4. The latest visible filing shows NBH at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NBH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CURA WEALTH ADVISORS, LLC's position in NEUBERGER BERMAN MUN FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NBH was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NBH stock page CURA WEALTH ADVISORS, LLC fund profile CURA WEALTH ADVISORS, LLC full holdings
How CURA WEALTH ADVISORS, LLC held NBH β€” position size vs. price
% of Fund (quarterly)    NBH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 68,000 β€” 0% 0.26% $688K 2026-02-14 (Est.) $10.50
2025 Q3 ADDED β€” β€” β€” 68,000 +2,000 +3.0% 0.27% $702K 2025-11-14 $10.04
2025 Q2 UNCHANGED β€” β€” β€” 66,000 β€” 0% 0.26% $649K 2025-08-14 $9.47
2025 Q1 REDUCED 22.4% -3.9% βœ… 66,000 -19,054 -22.4% 0.28% $686K 2025-05-15 $9.47
2024 Q4 INITIATED β€” β€” β€” 85,054 β€” β€” 0.39% $880K 2025-02-14 $9.98

🏒 Other funds also holding NBH

As of 2026 Q1 β€” sorted by position size

Worthington Financial Partners, LLC 1.25% MELFA WEALTH MANAGEMENT, INC. 3Y 1.2% Atala Financial Inc 0.71% Noble Wealth Management PBC 0.38% EVOLVE PRIVATE WEALTH, LLC 0.02% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.02% Plancorp, LLC 3Y 7Y 0.01% BAR HARBOR WEALTH MANAGEMENT 3Y 7Y 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.01% Avior Wealth Management, LLC 3Y 7Y 0.01%

FAQ About CURA WEALTH ADVISORS, LLC and NBH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CURA WEALTH ADVISORS, LLC reported owning NBH?

CURA WEALTH ADVISORS, LLC reported NBH across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported NBH position in CURA WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for NBH was 0.39% in 2024 Q4.

What is the latest reported NBH position on this page?

The most recent filing on this page is 2025 Q4, when CURA WEALTH ADVISORS, LLC reported 68,000 shares, equal to 0.26% of portfolio, with an estimated market value of $688K.

What does the chart on this NBH ownership page compare?

The chart compares CURA WEALTH ADVISORS, LLC's quarterly NBH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CURA WEALTH ADVISORS, LLC time their NBH position?

Based on 13F filing dates vs. subsequent NBH price moves, CURA WEALTH ADVISORS, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on NBH relative to SPY over the holding period was -7.4%.

← Back to CURA WEALTH ADVISORS, LLC Holdings