Skip to content
Disclosery

Curran Financial Partners, LLC: SPY position timeline

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

Curran Financial Partners, LLC held 5,365 SPY 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 5,365 shares
    Change vs previous 13F -56 shares

    0.6% of the 13F portfolio, value $4,006,208.

    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 5,421 shares
    Change vs previous 13F +742 shares

    0.63% of the 13F portfolio, value $3,525,287.

    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 4,679 shares
    Change vs previous 13F -106 shares

    0.61% of the 13F portfolio, value $3,190,673.

    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 4,785 shares
    Change vs previous 13F +181 shares

    0.63% of the 13F portfolio, value $3,187,429.

    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 4,604 shares
    Change vs previous 13F +178 shares

    0.63% of the 13F portfolio, value $2,844,694.

    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 4,426 shares
    Change vs previous 13F +199 shares

    0.61% of the 13F portfolio, value $2,475,680.

    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 4,227 shares
    Change vs previous 13F -184 shares

    0.65% of the 13F portfolio, value $2,477,077.

    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 4,411 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,530,716.

    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).