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Disclosery

Curran Financial Partners, LLC: UTWO position timeline

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

Curran Financial Partners, LLC held 18,461 UTWO 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 18,461 shares
    Change vs previous 13F -737 shares

    0.13% of the 13F portfolio, value $885,390.

    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 19,198 shares
    Change vs previous 13F -4,580 shares

    0.17% of the 13F portfolio, value $926,924.

    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 23,778 shares
    Change vs previous 13F +2,661 shares

    0.22% of the 13F portfolio, value $1,154,779.

    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 21,117 shares
    Change vs previous 13F +4,830 shares

    0.2% of the 13F portfolio, value $1,025,547.

    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 16,287 shares
    Change vs previous 13F +4,552 shares

    0.17% of the 13F portfolio, value $790,571.

    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 11,735 shares
    Change vs previous 13F -1,006 shares

    0.14% of the 13F portfolio, value $568,795.

    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 12,741 shares
    Change vs previous 13F -2,350 shares

    0.16% of the 13F portfolio, value $612,373.

    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 15,091 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $735,762.

    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).