Skip to content

Curran Financial Partners, LLC: PDBC position timeline

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

Curran Financial Partners, LLC held 73,990 PDBC 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 73,990 shares
    Change vs previous 13F +3,806 shares

    0.17% of the 13F portfolio, value $1,174,957.

    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 70,184 shares
    Change vs previous 13F +8,101 shares

    0.22% of the 13F portfolio, value $1,215,587.

    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 62,083 shares
    Change vs previous 13F +8,420 shares

    0.16% of the 13F portfolio, value $822,601.

    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 53,663 shares
    Change vs previous 13F -855 shares

    0.14% of the 13F portfolio, value $720,700.

    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 54,518 shares
    Change vs previous 13F +9,980 shares

    0.16% of the 13F portfolio, value $710,909.

    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 44,538 shares
    Change vs previous 13F +10,852 shares

    0.15% of the 13F portfolio, value $607,048.

    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 33,686 shares
    Change vs previous 13F +7,013 shares

    0.11% of the 13F portfolio, value $437,578.

    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 26,673 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $358,214.

    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).