Curran Financial Partners, LLC: VIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curran Financial Partners, LLC on VIS, newest first. How the timeline and the estimate are built.
Curran Financial Partners, LLC held 12,537 VIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 12,537 sharesChange vs previous 13F +403 shares
0.67% of the 13F portfolio, value $4,518,084.
13F-HR 0001843867-26-000004 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,134 sharesChange vs previous 13F -2,138 shares
0.68% of the 13F portfolio, value $3,788,477.
13F-HR 0001843867-26-000003 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,272 sharesChange vs previous 13F +132 shares
0.81% of the 13F portfolio, value $4,258,479.
13F-HR 0001843867-26-000001 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,140 sharesChange vs previous 13F -529 shares
0.83% of the 13F portfolio, value $4,189,541.
13F-HR 0001843867-25-000011 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,669 sharesChange vs previous 13F +14,669 shares
0.91% of the 13F portfolio, value $4,108,347.
13F-HR 0001843867-25-000007 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -15,510 shares
13F-HR 0001843867-25-000005 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 15,510 sharesChange vs previous 13F +155 shares
1.04% of the 13F portfolio, value $3,945,597.
13F-HR 0001843867-25-000002 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,355 sharesChange vs previous 13F not available
1.13% of the 13F portfolio, value $3,993,453.
13F-HR 0001843867-24-000005 filed by Curran Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).