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Disclosery

Curran Financial Partners, LLC: UTRE position timeline

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

Curran Financial Partners, LLC held 18,008 UTRE 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 18,008 shares
    Change vs previous 13F -682 shares

    0.13% of the 13F portfolio, value $883,127.

    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 18,690 shares
    Change vs previous 13F -4,541 shares

    0.17% of the 13F portfolio, value $924,770.

    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 23,231 shares
    Change vs previous 13F +2,586 shares

    0.22% of the 13F portfolio, value $1,157,717.

    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 20,645 shares
    Change vs previous 13F +4,773 shares

    0.2% of the 13F portfolio, value $1,028,844.

    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 15,872 shares
    Change vs previous 13F +4,444 shares

    0.17% of the 13F portfolio, value $790,346.

    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 11,428 shares
    Change vs previous 13F -989 shares

    0.14% of the 13F portfolio, value $566,222.

    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 12,417 shares
    Change vs previous 13F -2,259 shares

    0.16% of the 13F portfolio, value $607,124.

    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 14,676 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $733,231.

    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).