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Curran Financial Partners, LLC: VHT position timeline

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

Curran Financial Partners, LLC held 18,101 VHT 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 18,101 shares
    Change vs previous 13F +16,109 shares

    0.81% of the 13F portfolio, value $5,412,395.

    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 1,992 shares
    Change vs previous 13F -15,796 shares

    0.1% of the 13F portfolio, value $542,495.

    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 17,788 shares
    Change vs previous 13F -986 shares

    0.97% of the 13F portfolio, value $5,120,291.

    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 18,774 shares
    Change vs previous 13F +16,791 shares

    0.96% of the 13F portfolio, value $4,873,744.

    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 1,983 shares
    Change vs previous 13F -17,747 shares

    0.11% of the 13F portfolio, value $492,471.

    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 19,730 shares
    Change vs previous 13F +17,619 shares

    1.28% of the 13F portfolio, value $5,223,245.

    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 2,111 shares
    Change vs previous 13F -19,637 shares

    0.14% of the 13F portfolio, value $535,471.

    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 21,748 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $6,137,391.

    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).