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Curran Financial Partners, LLC: LQD position timeline

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

Curran Financial Partners, LLC held 86,541 LQD 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 86,541 shares
    Change vs previous 13F +10,604 shares

    1.41% of the 13F portfolio, value $9,439,027.

    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 75,937 shares
    Change vs previous 13F +12,217 shares

    1.48% of the 13F portfolio, value $8,276,354.

    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 63,720 shares
    Change vs previous 13F +7,099 shares

    1.33% of the 13F portfolio, value $7,021,290.

    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 56,621 shares
    Change vs previous 13F -35,764 shares

    1.25% of the 13F portfolio, value $6,311,562.

    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 92,385 shares
    Change vs previous 13F -53,210 shares

    2.24% of the 13F portfolio, value $10,126,297.

    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 145,595 shares
    Change vs previous 13F +55,739 shares

    3.88% of the 13F portfolio, value $15,824,705.

    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 89,856 shares
    Change vs previous 13F +27,223 shares

    2.52% of the 13F portfolio, value $9,600,220.

    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 62,633 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $7,076,253.

    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).