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Curran Financial Partners, LLC: VPU position timeline

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

Curran Financial Partners, LLC held 7,836 VPU 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 7,836 shares
    Change vs previous 13F +158 shares

    0.23% of the 13F portfolio, value $1,533,835.

    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 7,678 shares
    Change vs previous 13F -972 shares

    0.27% of the 13F portfolio, value $1,521,366.

    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 8,650 shares
    Change vs previous 13F +114 shares

    0.3% of the 13F portfolio, value $1,600,632.

    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 8,536 shares
    Change vs previous 13F +111 shares

    0.32% of the 13F portfolio, value $1,616,789.

    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 8,425 shares
    Change vs previous 13F +1,787 shares

    0.33% of the 13F portfolio, value $1,487,040.

    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 6,638 shares
    Change vs previous 13F +4,395 shares

    0.28% of the 13F portfolio, value $1,133,909.

    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 2,243 shares
    Change vs previous 13F -6,572 shares

    0.1% of the 13F portfolio, value $366,561.

    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 8,815 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,534,325.

    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).