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Curran Financial Partners, LLC: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curran Financial Partners, LLC on BIL, newest first. How the timeline and the estimate are built.

Curran Financial Partners, LLC held 105,092 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,092 shares
    Change vs previous 13F -11,042 shares

    1.43% of the 13F portfolio, value $9,630,631.

    13F-HR 0001843867-26-000004 filed by Curran Financial Partners, 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 116,134 shares
    Change vs previous 13F -27,484 shares

    1.91% of the 13F portfolio, value $10,642,520.

    13F-HR 0001843867-26-000003 filed by Curran Financial Partners, 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 143,618 shares
    Change vs previous 13F -12,788 shares

    2.49% of the 13F portfolio, value $13,123,767.

    13F-HR 0001843867-26-000001 filed by Curran Financial Partners, 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 156,406 shares
    Change vs previous 13F -34,294 shares

    2.84% of the 13F portfolio, value $14,350,251.

    13F-HR 0001843867-25-000011 filed by Curran Financial Partners, 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 190,700 shares
    Change vs previous 13F -4,208 shares

    3.87% of the 13F portfolio, value $17,492,911.

    13F-HR 0001843867-25-000007 filed by Curran Financial Partners, 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 194,908 shares
    Change vs previous 13F +8,424 shares

    4.39% of the 13F portfolio, value $17,878,911.

    13F-HR 0001843867-25-000005 filed by Curran Financial Partners, 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 186,484 shares
    Change vs previous 13F +30,622 shares

    4.48% of the 13F portfolio, value $17,050,232.

    13F-HR 0001843867-25-000002 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 155,862 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $14,309,691.

    13F-HR 0001843867-24-000005 filed by Curran Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).