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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

  1. period ended2026-06-30
    13F 715,791 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 635,777 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 575,855 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 475,192 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 321,142 shares
    Change 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), ingested

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