Curran Financial Partners, LLC: FPE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curran Financial Partners, LLC on FPE, newest first. How the timeline and the estimate are built.
Curran Financial Partners, LLC held 715,791 FPE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 715,791 sharesChange vs previous 13F +80,014 shares
1.91% of the 13F portfolio, value $12,798,343.
13F-HR 0001843867-26-000004 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 635,777 sharesChange vs previous 13F +59,922 shares
2.02% of the 13F portfolio, value $11,285,048.
13F-HR 0001843867-26-000003 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 575,855 sharesChange vs previous 13F +100,663 shares
1.99% of the 13F portfolio, value $10,492,071.
13F-HR 0001843867-26-000001 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 475,192 sharesChange vs previous 13F +154,050 shares
1.72% of the 13F portfolio, value $8,667,502.
13F-HR 0001843867-25-000011 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 321,142 sharesChange vs previous 13F not available
1.26% of the 13F portfolio, value $5,716,328.
13F-HR 0001843867-25-000007 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).