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Curran Financial Partners, LLC: LVHI position timeline

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

Curran Financial Partners, LLC held 408,814 LVHI 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 408,814 shares
    Change vs previous 13F +32,932 shares

    2.47% of the 13F portfolio, value $16,591,710.

    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 375,882 shares
    Change vs previous 13F +21,987 shares

    2.73% of the 13F portfolio, value $15,238,245.

    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 353,895 shares
    Change vs previous 13F +53,805 shares

    2.47% of the 13F portfolio, value $13,030,414.

    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 300,090 shares
    Change vs previous 13F +91,609 shares

    2.06% of the 13F portfolio, value $10,428,128.

    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 208,481 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $6,786,057.

    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).